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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,506 |
Filed as: THE MIDWEST PENSION GROUP Service code 13 · EIN 38-2781642 | Contract Administrator | $4,760 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 49 · EIN 04-1590850 | Other Services | $1,130 |
ALGER2 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DAVID ROMANO4+ years Filed as: DAVID M RAGUSE Service code 53 99 MONROE AVE NW STE 700 · GRAND RAPIDS, MI 49503 | Insurance Commissions | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 | Other Services | $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 | $43,395 | $59,186-26.7% | $76,766-43.5% | $56,287-22.9% |
| Participation rate | 78.6% | 75.2%+3.4pp | 77.0%+1.6pp | 69.9%+8.7pp |
| Annual return | -3.69% | 6.62%-10.3pp | 2.43%-6.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,788 | $3,255-45.1% | $3,851-53.6% | $3,350-46.6% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |