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| Provider | Service type | Compensation |
|---|---|---|
MY BENEFITS, LLC3 years Service code 13 · EIN 45-2098380 | Contract Administrator | $7,549 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 53 | Insurance Commissions | $7,481 |
Filed as: MASSMUTUAL LIFE INS CO Service code 49 · EIN 04-1590850 | Other Services | $4,743 |
LEGG MASON1 year Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $2 |
AMERICAN FUNDS1 year Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
NATIXIS FUNDS1 year Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
NUVEEN1 year Service code 52 · EIN 41-1418224 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
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 | $18,710 | $37,196-49.7% | $154,108-87.9% | $55,725-66.4% |
| Participation rate | 71.3% | 64.1%+7.2pp | 83.0%-11.7pp | 70.9%+0.5pp |
| Annual return | -4.32% | 1319.68%-1324.0pp | 735.21%-739.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,796 | $2,068-13.2% | $5,081-64.7% | $3,356-46.5% |
| Admin fee / account holder | $15 | $102-85.2% | $13,411-99.9% | $115-86.9% |