Filed December 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
CABOT LODGE SECURITIES LLC1+ years Filed as: CABOT LODGE SECURITIES, LLC Service code 55 · EIN 45-3717999 | Other Commissions | $13,599 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,737 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,406 | $39,819-13.6% | $67,834-49.3% | $57,658-40.3% |
| Participation rate | 26.5% | 61.2%-34.7pp | 68.8%-42.3pp | 70.2%-43.7pp |
| Annual return | 11.39% | 9.19%+2.2pp | 138.47%-127.1pp | 5.13%+6.3pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,403-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $601 | $2,209-72.8% | $3,160-81.0% | $3,061-80.4% |
| Admin fee / account holder | $12 | $84-86.2% | $4,622-99.8% | $95-87.8% |