Filed December 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
CABOT LODGE SECURITIES LLC2+ years Filed as: CABOT LODGE SECURITIES, LLC Service code 55 · EIN 45-3717999 | Other Commissions | $12,763 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,660 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
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.
Annual investment return 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 | $35,248 | $44,059-20.0% | $71,671-50.8% | $69,631-49.4% |
| Participation rate | 26.2% | 60.8%-34.5pp | 68.7%-42.5pp | 70.7%-44.5pp |
| Annual return | 12.46% | 21.97%-9.5pp | 20.65%-8.2pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $0 | $1,305-100.0% | $2,460-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $602 | $2,370-74.6% | $3,438-82.5% | $3,224-81.3% |
| Admin fee / account holder | $18 | $108-83.1% | $5,558-99.7% | $110-83.5% |