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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLEN & COMPANY OF FL INC Service code 53 · EIN 59-0913641 | Insurance Commissions | $64,020 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $11,143 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $1,874 |
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 | $176,634 | $62,928+180.7% | $172,753+2.2% | $67,582+161.4% |
| Participation rate | 87.4% | 64.5%+22.9pp | 82.6%+4.8pp | 71.3%+16.1pp |
| Annual return | 21.81% | 30.36%-8.5pp | 803.00%-781.2pp | 378.57%-356.8pp |
| Employer contribution / active EE | $4,747 | $1,636+190.1% | $5,144-7.7% | $2,148+121.0% |
| Participant deferral / active EE | $3,212 | $2,145+49.8% | $5,198-38.2% | $3,539-9.2% |
| Admin fee / account holder | $21 | $167-87.6% | $13,956-99.9% | $142-85.5% |