Filed December 1, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $96,157 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,872 |
UHY LLP2+ years Service code 10 · EIN 20-0694403 | Accounting | $10,800 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES INC Service code 55 · EIN 74-2794194 | Other Commissions | $10,126 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
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 | $83,837 | $39,859+110.3% | $78,676+6.6% | $57,658+45.4% |
| Participation rate | 94.2% | 66.1%+28.1pp | 73.6%+20.6pp | 70.2%+23.9pp |
| Annual return | 6.57% | 18.96%-12.4pp | 62.19%-55.6pp | 5.13%+1.4pp |
| Employer contribution / active EE | $3,574 | $1,786+100.1% | $2,850+25.4% | $1,974+81.1% |
| Participant deferral / active EE | $4,985 | $2,248+121.7% | $3,517+41.7% | $3,061+62.9% |
| Admin fee / account holder | $234 | $76+207.4% | $4,510-94.8% | $95+147.8% |