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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 11-3665754 | Contract Administrator | $32,801 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $16,446 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $3,590 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 13-3806694 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
GOLDMAN SACHS4 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Filed as: JOHN H HASLAM III Service code 53 100 RIVERVIEW DR STE 204 · SAVANNAH, GA 31404 | Insurance Commissions | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,089 | $104,336+110.0% | $159,455+37.4% | $86,813+152.4% |
| Participation rate | 95.7% | 77.7%+18.0pp | 82.8%+12.9pp | 72.3%+23.4pp |
| Annual return | 27.54% | 26.32%+1.2pp | 263.63%-236.1pp | 97.93%-70.4pp |
| Employer contribution / active EE | $4,374 | $3,451+26.7% | $4,830-9.4% | $2,406+81.8% |
| Participant deferral / active EE | $6,637 | $6,837-2.9% | $7,353-9.7% | $4,131+60.6% |
| Admin fee / account holder | $8 | $172-95.2% | $10,800-99.9% | $170-95.1% |