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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $498,464 |
BENESYS, INC.5 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $339,838 |
KRAW LAW GROUP5 years Filed as: KRAW LAW GROUP, APC Service code 29 · EIN 32-0465891 | Legal | $64,376 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $62,472 |
MEKETA INVESTMENT GROUP6+ years Service code 17 · EIN 04-2659023 | Pension Consulting | $43,448 |
Filed as: STEPHEN HORN INSURANCE Service code 53 · EIN 94-3249244 | Insurance Commissions | $15,560 |
IRON MOUNTAIN4 years Service code 49 · EIN 04-3038590 | Other Services | $6,466 |
FREMONT BANK4 years Service code 18 · EIN 94-1569025 | Direct payment from the plan; Custodi... | $5,658 |
COMPLIANCE VERIFICATION5 years Service code 10 · EIN 26-2336426 | Accounting | $5,038 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,293 | $73,497-11.2% | $101,275-35.5% | $93,223-30.0% |
| Participation rate | 91.8% | 84.5%+7.3pp | 75.8%+16.0pp | 74.9%+16.9pp |
| Annual return | 11.66% | 11.66%0pp | 46.46%-34.8pp | 19.29%-7.6pp |
| Employer contribution / active EE | $3,478 | $3,600-3.4% | $3,660-5.0% | $2,680+29.8% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $180 | $121+48.5% | $5,948-97.0% | $79+126.8% |