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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 | Advisory (Plan) | $24,687 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $19,651 |
Service code 13 · EIN 27-0293282 P.O. BOX 601070 · JACKSONVILLE, FL 32260 | Contract Administrator | $10,832 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $1,893 |
AB FUNDS3 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 13-3806694 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
EATON VANCE3 years Service code 52 · EIN 04-2718215 | 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 | $34,677 | $52,961-34.5% | $172,752-79.9% | $65,185-46.8% |
| Participation rate | 84.8% | 66.2%+18.6pp | 82.6%+2.2pp | 70.2%+14.6pp |
| Annual return | 25.11% | 30.12%-5.0pp | 802.97%-777.9pp | 29.38%-4.3pp |
| Employer contribution / active EE | $1,060 | $2,190-51.6% | $5,144-79.4% | $2,177-51.3% |
| Participant deferral / active EE | $3,038 | $2,471+22.9% | $5,198-41.5% | $3,514-13.5% |
| Admin fee / account holder | $205 | $472-56.6% | $13,955-98.5% | $847-75.8% |