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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 43-1021898 | Contract Administrator | $6,852 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,305 |
AMERICAN FUNDS1 year Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
BLACKROCK1 year Filed as: BLACK ROCK Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
GREG HARVEY3+ years Service code 53 9401 INDIAN CREEK PARKWAY, STE510 · OVERLAND PARK, KS 66210 | Insurance Commissions | $0 |
INVESCO1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3379729 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 22-2725700 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,998 | $89,739-62.1% | $149,721-77.3% | $62,293-45.4% |
| Participation rate | 88.6% | 85.1%+3.5pp | 87.1%+1.6pp | 69.5%+19.1pp |
| Annual return | 20.61% | 21.01%-0.4pp | 1501.67%-1481.1pp | 28.90%-8.3pp |
| Employer contribution / active EE | $1,259 | $3,233-61.1% | $5,444-76.9% | $2,042-38.3% |
| Participant deferral / active EE | $3,280 | $4,797-31.6% | $6,568-50.1% | $3,169+3.5% |
| Admin fee / account holder | $28 | $551-94.9% | $11,282-99.8% | $479-94.1% |