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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 100 BRIGHT MEADOW BLVD · ENFIELD, CT 06082 | Indirect Investment Fees | $48,857 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 3150 US RT. 60 · ONA, WV 25545 | Contract Administrator | $44,678 |
DUNN AND WALLBAUM LLC2+ years Service code 29 · EIN 46-1576504 105 DAVENTRY LANE · LOUISVILLE, KY 40223 | Legal | $29,275 |
OLD NATIONAL WEALTH MANAGEMENT2+ years Service code 27 · EIN 61-1274802 PO BOX 966 · EVANSVILLE, IN 47706 | Advisory (Plan) | $25,000 |
FRANK N HESTAND CPA PSC2+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,433 | $71,802+24.6% | $133,975-33.2% | $57,658+55.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 7.58% | 13.51%-5.9pp | 29.29%-21.7pp | 5.13%+2.4pp |
| Employer contribution / active EE | $6,345 | $3,161+100.7% | $5,211+21.8% | $1,974+221.5% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $378 | $88+331.5% | $9,324-95.9% | $95+300.2% |