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| Provider | Service type | Compensation |
|---|---|---|
Filed as: USB FINANCIAL SERVICES Service code 70 · EIN 13-2638166 | Consulting Fees | $60,275 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $12,092 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS, INC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,924 | $88,122-67.2% | $141,191-79.5% | $67,579-57.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 5.74% | 75.40%-69.7pp | 71.41%-65.7pp | 378.56%-372.8pp |
| Employer contribution / active EE | $1,539 | $3,224-52.3% | $4,736-67.5% | $2,148-28.3% |
| Participant deferral / active EE | $3,428 | $5,958-42.5% | $6,710-48.9% | $3,539-3.1% |
| Admin fee / account holder | $13 | $131-89.7% | $10,264-99.9% | $142-90.6% |