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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $54,936 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 6311 ATRIUM DR · LAKEWOOD RANCH, FL 34211 | Advisory (Plan) | $11,096 |
PENSION ASSURANCE LLP7+ years Filed as: KB PENSION SERVICES, INC Service code 13 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,346 | $63,768-58.7% | $98,506-73.3% | $79,389-66.8% |
| Participation rate | 90.1% | 69.9%+20.2pp | 73.3%+16.8pp | 70.7%+19.4pp |
| Annual return | 13.06% | 626.18%-613.1pp | 1494.92%-1481.9pp | 116.89%-103.8pp |
| Employer contribution / active EE | $3,590 | $2,558+40.4% | $2,961+21.2% | $2,428+47.9% |
| Participant deferral / active EE | $917 | $3,305-72.2% | $4,277-78.6% | $4,046-77.3% |
| Admin fee / account holder | $270 | $516-47.6% | $5,955-95.5% | $626-56.9% |