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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 | $446,384 |
LAWRENCE C. MUSGROVE ASSOCIATES3+ years Filed as: L. C. MUSGROVE & ASSOCIATES Service code 13 · EIN 54-0759756 P. O. BOX 13487 · ROANOKE, VA 24034 | Contract Administrator | $93,874 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 · EIN 13-2655998 777 S. FLAGER DR , STE 900 · WEST PALM BEACH, FL 33401 | Advisory (Plan) | $30,000 |
O'DONOGHUE & O'DONOGHUE3+ years Filed as: O'DONOGHE & O'DONOGHUE Service code 29 · EIN 53-0120528 4748 WISCONSIN AVE · WASHINGTON, DC 20016 | Legal | $15,368 |
DENNIS G. JENKINS, CPA,LLC3+ 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 | $15,927 | $221,442-92.8% | $92,240-82.7% | $77,958-79.6% |
| Participation rate | 89.8% | 79.6%+10.2pp | 76.5%+13.3pp | 71.6%+18.1pp |
| Annual return | 16.87% | 15.65%+1.2pp | 176.29%-159.4pp | 20.87%-4.0pp |
| Employer contribution / active EE | $2,497 | $3,226-22.6% | $3,680-32.1% | $2,310+8.1% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $125 | $210-40.4% | $5,194-97.6% | $97+28.3% |