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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC2+ years Service code 55 · EIN 25-2384840 | Other Commissions | $36,979 |
STEWARD INGRAM & COOPER PLLC2+ years Service code 10 · EIN 56-2195159 | Accounting | $10,500 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,475 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS, LL Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $163,732 | $76,551+113.9% | $123,894+32.2% | $62,881+160.4% |
| Participation rate | 94.6% | 73.0%+21.6pp | 81.4%+13.2pp | 69.3%+25.3pp |
| Annual return | 5.65% | 18.68%-13.0pp | 47.52%-41.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,672 | $2,882-7.3% | $4,617-42.1% | $2,281+17.1% |
| Participant deferral / active EE | $5,318 | $4,840+9.9% | $5,984-11.1% | $3,203+66.0% |
| Admin fee / account holder | $119 | $4,826-97.5% | $8,357-98.6% | $4,296-97.2% |