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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC1+ years Service code 55 · EIN 25-2384840 | Other Commissions | $42,017 |
STEWARD INGRAM & COOPER PLLC1+ years Service code 10 · EIN 56-2195159 | Accounting | $9,500 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $4,776 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
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 | $165,673 | $72,177+129.5% | $115,038+44.0% | $59,633+177.8% |
| Participation rate | 91.3% | 72.6%+18.7pp | 81.4%+9.9pp | 68.7%+22.6pp |
| Annual return | -0.59% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $3,384 | $2,841+19.1% | $4,608-26.6% | $2,203+53.6% |
| Participant deferral / active EE | $5,035 | $4,783+5.3% | $6,026-16.5% | $3,192+57.7% |
| Admin fee / account holder | $106 | $4,927-97.8% | $8,175-98.7% | $4,297-97.5% |