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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,689 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 | Contract Administrator | $3,260 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $700 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 27 · EIN 36-3376651 | Advisory (Plan) | $0 |
DODGE & COX1 year Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS1 year Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
TIAA1 year Filed as: TIAA-CREF Service code 52 · EIN 13-4055167 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,048 | $38,075+91.9% | $93,419-21.8% | $73,493-0.6% |
| Participation rate | 98.1% | 56.7%+41.4pp | 66.8%+31.4pp | 70.7%+27.5pp |
| Annual return | 17.15% | 17.59%-0.4pp | 78.05%-60.9pp | 28.51%-11.4pp |
| Employer contribution / active EE | $6,139 | $1,117+449.6% | $2,075+195.8% | $2,270+170.4% |
| Participant deferral / active EE | $8,313 | $2,012+313.1% | $3,126+165.9% | $3,740+122.3% |
| Admin fee / account holder | $98 | $351-72.0% | $5,230-98.1% | $513-80.9% |