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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 | $67,831 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI, LLC Service code 29 · EIN 03-0599899 105 DAVENTRY LANE · LOUISVILLE, KY 40223 | Legal | $48,856 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 3150 US RT. 60 · ONA, WV 25545 | Contract Administrator | $32,860 |
OLD NATIONAL WEALTH MANAGEMENT6+ years Service code 27 · EIN 61-1274802 PO BOX 966 · EVANSVILLE, IN 47706 | Advisory (Plan) | $27,000 |
FRANK N HESTAND CPA PSC6+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $9,000 |
BOSTON PARTNERS1 year Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS INVESTMENT FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
Filed as: CHEVY CHASE TRUST Service code 52 · EIN 31-1772714 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 59 · EIN 22-2370029 | Shareholder Servicing | $0 |
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 | $143,125 | $111,608+28.2% | $177,840-19.5% | $73,412+95.0% |
| Participation rate | 92.8% | 87.9%+4.9pp | 87.7%+5.1pp | 72.2%+20.6pp |
| Annual return | 13.75% | 18.23%-4.5pp | 48.32%-34.6pp | 59.30%-45.5pp |
| Employer contribution / active EE | $4,819 | $3,796+27.0% | $5,919-18.6% | $2,234+115.8% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $484 | $166+192.5% | $12,431-96.1% | $158+206.8% |