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 | $118,639 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $32,000 |
UHY LLP3+ years Service code 10 · EIN 20-0694403 | Accounting | $11,000 |
RELIANCE TRUST COMPANY3+ 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 | $99,442 | $46,100+115.7% | $86,581+14.9% | $69,631+42.8% |
| Participation rate | 88.6% | 67.2%+21.4pp | 73.5%+15.0pp | 70.7%+17.9pp |
| Annual return | 20.69% | 21.02%-0.3pp | 965.06%-944.4pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $3,585 | $1,850+93.8% | $2,840+26.2% | $2,032+76.4% |
| Participant deferral / active EE | $4,885 | $2,432+100.9% | $3,609+35.4% | $3,224+51.5% |
| Admin fee / account holder | $291 | $94+209.9% | $4,904-94.1% | $110+163.2% |