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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $105,725 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $23,115 |
ASCENSUS LLC2 years Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $19,622 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2651520 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 | Indirect Investment Fees | $0 |
Filed as: DIMENSIONAL FUNDS Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
INVESCO1 year Filed as: INVES CO Service code 52 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,200 | $52,722-80.7% | $90,440-88.7% | $73,412-86.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | 13.84% | 20.70%-6.9pp | 1294.38%-1280.5pp | 59.30%-45.5pp |
| Employer contribution / active EE | $570 | $1,872-69.6% | $3,263-82.5% | $2,234-74.5% |
| Participant deferral / active EE | $690 | $2,810-75.5% | $3,964-82.6% | $3,806-81.9% |
| Admin fee / account holder | $119 | $117+2.1% | $5,615-97.9% | $158-24.4% |