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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 | $622,777 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 3150 US RT. 60 · ONA, WV 25545 | Contract Administrator | $41,794 |
OLD NATIONAL WEALTH MANAGEMENT3+ years Service code 27 · EIN 61-1274802 PO BOX 966 · EVANSVILLE, IN 47706 | Advisory (Plan) | $26,500 |
DUNN AND WALLBAUM LLC3+ years Service code 29 · EIN 46-1576504 105 DAVENTRY LANE · LOUISVILLE, KY 40223 | Legal | $25,639 |
FRANK N HESTAND CPA PSC3+ 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 | $110,401 | $81,537+35.4% | $149,721-26.3% | $69,631+58.6% |
| Participation rate | 93.8% | 86.1%+7.7pp | 87.1%+6.8pp | 70.7%+23.2pp |
| Annual return | 16.70% | 22.79%-6.1pp | 1501.67%-1485.0pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $6,461 | $3,239+99.5% | $5,444+18.7% | $2,032+217.9% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $464 | $107+334.0% | $11,282-95.9% | $110+320.0% |