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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLEN & COMPANY OF FL INC Service code 53 · EIN 59-0913641 | Insurance Commissions | $77,300 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $13,033 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $5,027 |
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 | $152,019 | $37,196+308.7% | $154,108-1.4% | $55,725+172.8% |
| Participation rate | 88.5% | 64.1%+24.4pp | 83.0%+5.5pp | 70.9%+17.7pp |
| Annual return | -4.00% | 1319.68%-1323.7pp | 735.21%-739.2pp | 244.93%-248.9pp |
| Employer contribution / active EE | $5,132 | $1,614+218.0% | $5,298-3.1% | $2,078+147.0% |
| Participant deferral / active EE | $3,422 | $2,068+65.4% | $5,081-32.7% | $3,356+2.0% |
| Admin fee / account holder | $28 | $102-72.9% | $13,411-99.8% | $115-76.1% |