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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 19 · EIN 64-1590850 1295 STATE STREET · BOSTON, MA 01111 | Securities Custodian | $222,770 |
LAWRENCE C. MUSGROVE ASSOCIATES1+ years Filed as: L. C. MUSGROVE & ASSOCIATES Service code 13 · EIN 54-0759756 P. O. BOX 13487 · ROANOKE, VA 24034 | Contract Administrator | $81,451 |
O'DONOGHUE & O'DONOGHUE1+ years Filed as: O'DONOGHE & O'DONOGHUE Service code 29 · EIN 53-0120528 4748 WISCONSIN AVE · WASHINGTON, DC 20016 | Legal | $38,245 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 13-2655998 777 S. FLAGER DR , STE 900 · WEST PALM BEACH, FL 33401 | Advisory (Plan) | $30,000 |
DENNIS G. JENKINS, CPA,LLC1+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $8,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,482 | $55,516-70.3% | $75,784-78.3% | $59,188-72.2% |
| Participation rate | 54.4% | 73.6%-19.2pp | 75.8%-21.4pp | 69.4%-15.0pp |
| Annual return | -1.07% | -1.89%+0.8pp | 9.68%-10.7pp | 5.51%-6.6pp |
| Employer contribution / active EE | $2,191 | $2,604-15.9% | $3,323-34.1% | $2,098+4.4% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $123 | $110+11.6% | $5,300-97.7% | $92+33.1% |