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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $26,160 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 49 · EIN 04-1590850 | Other Services | $19,467 |
Filed as: RETIREMENT SOLUTIONS SPECIALIST Service code 13 | Contract Administrator | $3,760 |
Service code 13 · EIN 27-0293282 P.O BOX 601070 · JACKSONVILLE, FL 32259 | Contract Administrator | $3,640 |
Filed as: RETIREMENT SOLUTIONS Service code 50 · EIN 27-0293282 | Direct Payment | $1,449 |
BIG BEND HOSPICE, INC1 year Filed as: BIG BEND HOSPICE, INC. Service code 15 | Recordkeeping | $1,000 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BIG BEND HOSPICE, INC1 year Service code 15 · EIN 59-2328806 | Recordkeeping | $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 | $25,607 | $37,196-31.2% | $154,108-83.4% | $55,725-54.0% |
| Participation rate | 91.3% | 64.1%+27.2pp | 83.0%+8.3pp | 70.9%+20.5pp |
| Annual return | -4.23% | 1319.68%-1323.9pp | 735.21%-739.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $937 | $1,614-42.0% | $5,298-82.3% | $2,078-54.9% |
| Participant deferral / active EE | $2,424 | $2,068+17.2% | $5,081-52.3% | $3,356-27.8% |
| Admin fee / account holder | $129 | $102+27.1% | $13,411-99.0% | $115+12.1% |