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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $23,125 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INS SERVICES Service code 53 · EIN 51-0116113 | Insurance Commissions | $9,681 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 30-0337628 | Contract Administrator | $4,020 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL ADVISERS INC Service code 99 | Other Fees | $0 |
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL ADVISORS INC Service code 52 · EIN 47-2342699 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
RIDGEWORTH2 years Service code 52 · EIN 95-6981193 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,269 | $70,917-64.4% | $98,920-74.5% | $73,493-65.6% |
| Participation rate | 81.1% | 73.8%+7.3pp | 76.0%+5.1pp | 70.7%+10.4pp |
| Annual return | 17.70% | 34.18%-16.5pp | 196.47%-178.8pp | 28.51%-10.8pp |
| Employer contribution / active EE | $320 | $2,037-84.3% | $2,689-88.1% | $2,270-85.9% |
| Participant deferral / active EE | $1,855 | $3,501-47.0% | $4,245-56.3% | $3,740-50.4% |
| Admin fee / account holder | $122 | $535-77.1% | $6,643-98.2% | $513-76.2% |