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| Provider | Service type | Compensation |
|---|---|---|
COMPENSATION SYSTEMS, INC.3+ years Service code 13 · EIN 56-1129270 | Contract Administrator | $1,426 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $731 |
Filed as: MML INVESTOR SERVICES Service code 53 | Insurance Commissions | $148 |
AMERICAN CENTURY2 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
HENRY ROSSI & CO., LLP3+ years Filed as: HENRY J. STEINBERG Service code 53 340 S. PINE ST. · SPARTANBURG, SC 29302 | Insurance Commissions | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,708 | $50,958-33.9% | $74,550-54.8% | $64,186-47.5% |
| Participation rate | 64.0% | 61.1%+2.9pp | 69.1%-5.2pp | 69.6%-5.6pp |
| Annual return | -4.43% | -1.86%-2.6pp | 32.53%-37.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $215 | $1,115-80.8% | $1,961-89.1% | $2,381-91.0% |
| Participant deferral / active EE | $2,928 | $2,301+27.2% | $3,108-5.8% | $3,470-15.6% |
| Admin fee / account holder | $9 | $4,223-99.8% | $5,060-99.8% | $4,888-99.8% |