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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INS AGENCY Service code 53 | Insurance Commissions | $30,832 |
Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 20-1876798 700 WEST 47TH STREET · KANSAS CITY, MO 64112 | Contract Administrator | $7,257 |
Filed as: MASSACHUSETTS Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,880 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732960 | Advisory (Plan) | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: ENVSST RETIREMENT SOLUTIONS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 60 | Sub-TA Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
Filed as: UBS FINANCIAL SERVICES Service code 53 · EIN 51-0120712 | Insurance Commissions | $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 | $67,316 | $52,467+28.3% | $57,196+17.7% | $55,167+22.0% |
| Participation rate | 84.0% | 75.8%+8.1pp | 75.3%+8.6pp | 69.0%+15.0pp |
| Annual return | 6.26% | 7.72%-1.5pp | 14.59%-8.3pp | 169.23%-163.0pp |
| Employer contribution / active EE | $4,623 | $2,477+86.6% | $2,683+72.3% | $1,963+135.5% |
| Participant deferral / active EE | $4,735 | $2,830+67.3% | $3,096+52.9% | $3,054+55.0% |
| Admin fee / account holder | $18 | $269-93.3% | $3,141-99.4% | $504-96.4% |