Filed June 26, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $20,548 |
EDWARD JONES2 years Filed as: EDWARD D JONES & CO L P Service code 53 · EIN 43-0345811 | Insurance Commissions | $3,080 |
RANDALL & HURLEY, INC.2 years Filed as: RANDALL & HURLEY INC. Service code 13 · EIN 91-1661080 1328 N. WHITMAN LN · LIBERTY LAKE, WA 99019 | Contract Administrator | $715 |
RANDALL & HURLEY, INC.1 year Service code 13 | Contract Administrator | $715 |
AMERICAN FUNDS1 year Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 52-1200960 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,189 | $55,453-54.6% | $170,435-85.2% | $62,293-59.6% |
| Participation rate | 54.3% | 66.4%-12.1pp | 83.6%-29.3pp | 69.5%-15.2pp |
| Annual return | 11.44% | 21.38%-9.9pp | 205.94%-194.5pp | 28.90%-17.5pp |
| Employer contribution / active EE | $800 | $2,164-63.0% | $5,432-85.3% | $2,042-60.8% |
| Participant deferral / active EE | $2,797 | $2,303+21.5% | $4,939-43.4% | $3,169-11.7% |
| Admin fee / account holder | $172 | $455-62.2% | $13,881-98.8% | $479-64.1% |