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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $43,634 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $12,570 |
RETIREMENT BENEFIT SOLUTIONS2 years Service code 14 | Plan Administrator | $7,575 |
EATON VANCE1 year Service code 52 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: JOHN R HERBERT Service code 56 3921 OLD LEE HIGHWAY SUITE 7 · FAIRFAX, VA 22030 | Non-monetary compensation | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
NUVEEN1 year Service code 52 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 | Indirect Investment Fees | $0 |
RETIREMENT BENEFIT SOLUTIONS2 years Filed as: RETIREMENT BENEFIT SOLUTIONS LLC Service code 14 · EIN 54-1953648 5103 BACKLICK ROAD SUITE C · ANNANDALE, VA 22003 | Plan Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,299 | $46,173-17.1% | $170,439-77.5% | $69,631-45.0% |
| Participation rate | 35.7% | 63.9%-28.2pp | 83.6%-47.9pp | 70.7%-35.0pp |
| Annual return | 13.89% | 21.62%-7.7pp | 205.94%-192.1pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $477 | $1,610-70.3% | $5,433-91.2% | $2,032-76.5% |
| Participant deferral / active EE | $1,503 | $2,080-27.7% | $4,939-69.6% | $3,224-53.4% |
| Admin fee / account holder | $255 | $116+120.1% | $13,881-98.2% | $110+131.1% |