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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 | $61,984 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 3150 US RT. 60 · ONA, WV 25545 | Contract Administrator | $36,135 |
DUNN AND WALLBAUM LLC4+ years Service code 29 · EIN 46-1576504 105 DAVENTRY LANE · LOUISVILLE, KY 40223 | Legal | $32,461 |
OLD NATIONAL WEALTH MANAGEMENT4+ years Service code 27 · EIN 61-1274802 PO BOX 966 · EVANSVILLE, IN 47706 | Advisory (Plan) | $27,000 |
FRANK N HESTAND CPA PSC4+ 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 | $99,002 | $80,005+23.7% | $140,019-29.3% | $55,725+77.7% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -5.71% | 0.46%-6.2pp | 651.15%-656.9pp | 244.93%-250.6pp |
| Employer contribution / active EE | $4,800 | $3,403+41.1% | $5,605-14.4% | $2,078+131.0% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $434 | $116+275.0% | $10,705-95.9% | $115+276.6% |