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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 | $266,635 |
LAWRENCE C. MUSGROVE ASSOCIATES2+ years Filed as: L. C. MUSGROVE & ASSOCIATES Service code 13 · EIN 54-0759756 P. O. BOX 13487 · ROANOKE, VA 24034 | Contract Administrator | $88,710 |
O'DONOGHUE & O'DONOGHUE2+ years Filed as: O'DONOGHE & O'DONOGHUE Service code 29 · EIN 53-0120528 4748 WISCONSIN AVE · WASHINGTON, DC 20016 | Legal | $28,107 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 13-2655998 777 S. FLAGER DR , STE 900 · WEST PALM BEACH, FL 33401 | Advisory (Plan) | $24,402 |
DENNIS G. JENKINS, CPA,LLC2+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $9,000 |
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 | $12,952 | $54,392-76.2% | $84,753-84.7% | $63,975-79.8% |
| Participation rate | 88.9% | 76.9%+12.0pp | 76.6%+12.3pp | 71.1%+17.8pp |
| Annual return | 6.80% | 611.38%-604.6pp | 22.78%-16.0pp | 48.65%-41.9pp |
| Employer contribution / active EE | $2,001 | $2,943-32.0% | $3,574-44.0% | $2,182-8.3% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $80 | $136-40.8% | $5,333-98.5% | $70+14.1% |