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| Provider | Service type | Compensation |
|---|---|---|
J W COLE FINANCIAL INC1 year Filed as: JW COLE INS SERVICES INC Service code 53 · EIN 65-1040717 | Insurance Commissions | $539 |
Filed as: MASSACHUSETTS MUTUAL INSURANCE COMP Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $411 |
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 | $0 | $45,079-100.0% | $69,461-100.0% | $72,983-100.0% |
| Participation rate | 0.0% | 68.5%-68.5pp | 74.6%-74.6pp | 69.5%-69.5pp |
| Annual return | -13.16% | 22.65%-35.8pp | 28.97%-42.1pp | 81.01%-94.2pp |
| Employer contribution / active EE | $2,153 | $2,055+4.8% | $2,779-22.5% | $2,440-11.8% |
| Participant deferral / active EE | $4,013 | $2,603+54.2% | $3,536+13.5% | $3,608+11.2% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,840-100.0% | $5,124-100.0% |