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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,390 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: CHASE BENEFIT ADVISORS Service code 13 · EIN 54-1370499 | Contract Administrator | $10,967 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN FUMDS Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE COMAPNY Service code 63 | 12b-1 Fees | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 49 · EIN 04-1590850 | Other Services | $0 |
Filed as: MFS INVESTMENT Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
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 | $49,403 | $52,836-6.5% | $105,736-53.3% | $64,173-23.0% |
| Participation rate | 95.8% | 66.5%+29.2pp | 76.3%+19.5pp | 69.6%+26.2pp |
| Annual return | -2.15% | 14.30%-16.4pp | 6.27%-8.4pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,292 | $1,827-29.3% | $3,268-60.5% | $2,381-45.7% |
| Participant deferral / active EE | $1,878 | $2,545-26.2% | $4,080-54.0% | $3,470-45.9% |
| Admin fee / account holder | $29 | $3,959-99.3% | $6,913-99.6% | $4,887-99.4% |