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| Provider | Service type | Compensation |
|---|---|---|
MONEY CONCEPTS CAPITAL CORP1+ years Service code 53 · EIN 59-2268067 | Insurance Commissions | $44,804 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $30,816 |
ASCENSUS LLC1+ years Filed as: RETIREMENT MANAGEMENT SERVICES Service code 13 | Contract Administrator | $13,308 |
EBELHAR WHITEHEAD PLLC1+ years Service code 10 · EIN 27-2616366 | Accounting | $6,104 |
ASCENSUS LLC1+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 · EIN 31-1560462 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $2,733 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,536 | $36,916-39.0% | $156,551-85.6% | $57,658-60.9% |
| Participation rate | 86.1% | 63.4%+22.7pp | 84.0%+2.1pp | 70.2%+15.9pp |
| Annual return | -1.13% | 12.38%-13.5pp | 32.23%-33.4pp | 5.13%-6.3pp |
| Employer contribution / active EE | $919 | $1,571-41.5% | $5,501-83.3% | $1,974-53.5% |
| Participant deferral / active EE | $1,220 | $1,926-36.6% | $4,871-75.0% | $3,061-60.1% |
| Admin fee / account holder | $139 | $82+68.4% | $13,028-98.9% | $95+46.9% |