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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL Service code 15 · EIN 26-1589907 | Recordkeeping | $13,931 |
YURCHYK & DAVIS CPA'S, INC.1+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $12,840 |
BENESYS, INC.1+ years Service code 13 · EIN 34-1787882 | Contract Administrator | $12,420 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,866 | $50,498-21.1% | $75,784-47.4% | $55,191-27.8% |
| Participation rate | 93.8% | 69.4%+24.4pp | 75.8%+18.0pp | 69.2%+24.6pp |
| Annual return | -0.69% | 1.80%-2.5pp | 9.68%-10.4pp | 10.78%-11.5pp |
| Employer contribution / active EE | $2,484 | $2,291+8.4% | $3,323-25.3% | $1,899+30.8% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $91 | $123-26.0% | $5,300-98.3% | $91+0.2% |