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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 43-1021898 | Contract Administrator | $12,842 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $6,470 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Filed as: BLACK ROCK Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
Filed as: COMPENSATION BENEFIT PLANNING INC. Service code 13 · EIN 43-1021898 | Contract Administrator | $0 |
GREG HARVEY4+ years Service code 53 9401 INDIAN CREEK PARKWAY, STE510 · OVERLAND PARK, KS 66210 | Insurance Commissions | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-2468583 | 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 | $24,606 | $79,523-69.1% | $140,019-82.4% | $56,289-56.3% |
| Participation rate | 95.1% | 85.7%+9.4pp | 87.5%+7.6pp | 69.9%+25.3pp |
| Annual return | -5.38% | 2.39%-7.8pp | 651.17%-656.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,559 | $3,350-53.5% | $5,605-72.2% | $2,111-26.2% |
| Participant deferral / active EE | $3,787 | $5,129-26.2% | $6,927-45.3% | $3,350+13.1% |
| Admin fee / account holder | $53 | $614-91.4% | $10,705-99.5% | $521-89.9% |