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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSRANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $19,205 |
J W COLE FINANCIAL INC2 years Filed as: JW COLE INS SERVICES INC Service code 52 · EIN 65-1040717 | Indirect Investment Fees | $8,454 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $5,295 |
AB FUNDS1 year Service code 52 · EIN 13-6021421 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2651520 | Indirect Investment Fees | $0 |
DWS FUNDS1 year Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $82,528 | $49,249+67.6% | $70,476+17.1% | $79,852+3.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.70% | 30.09%-17.4pp | 109.12%-96.4pp | 31.72%-19.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,077 | $2,769+47.2% | $3,710+9.9% | $3,740+9.0% |
| Admin fee / account holder | $140 | $2,878-95.1% | $3,847-96.4% | $5,306-97.4% |