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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP SECURITIES INC Service code 16 · EIN 74-2794194 | Consulting | $18,243 |
Filed as: LINCOLN INVESTMENT PLANNING Service code 16 · EIN 23-1702591 | Consulting | $6,027 |
Service code 12 · EIN 13-3689044 | Investment management; Participant lo... | $3,822 |
Filed as: MASS MUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,225 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,106 | $46,732-42.0% | $156,551-82.7% | $55,167-50.9% |
| Participation rate | 86.3% | 65.8%+20.5pp | 84.0%+2.3pp | 69.0%+17.3pp |
| Annual return | 6.19% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $3,010 | $2,105+43.0% | $5,501-45.3% | $1,963+53.4% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $31 | $418-92.6% | $13,028-99.8% | $504-93.8% |