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 | $22,986 |
EDWARD JONES4 years Filed as: EDWARD D JONES & CO L P Service code 27 · EIN 43-0345811 | Advisory (Plan) | $16,172 |
AMERICAN FUNDS3 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
FRANKLIN TEMPLETON3 years Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
LEGG MASON3 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
RANDALL & HURLEY, INC.4 years Filed as: RANDALL & HURLEY INC. Service code 13 · EIN 91-1661080 1328 N. WHITMAN LN · LIBERTY LAKE, WA 99019 | Contract Administrator | $0 |
RANDALL & HURLEY, INC.2 years Filed as: RANDALL & HURLEY, INC Service code 13 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,148 | $52,967-45.0% | $172,753-83.1% | $65,186-55.3% |
| Participation rate | 50.6% | 66.2%-15.6pp | 82.6%-32.0pp | 70.2%-19.6pp |
| Annual return | 19.46% | 30.12%-10.7pp | 803.00%-783.5pp | 29.39%-9.9pp |
| Employer contribution / active EE | $796 | $2,190-63.6% | $5,144-84.5% | $2,177-63.4% |
| Participant deferral / active EE | $2,854 | $2,471+15.5% | $5,198-45.1% | $3,514-18.8% |
| Admin fee / account holder | $171 | $472-63.7% | $13,956-98.8% | $847-79.8% |