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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $33,620 |
MONEY CONCEPTS CAPITAL CORP2+ years Service code 53 · EIN 59-2268067 | Insurance Commissions | $29,765 |
EBELHAR WHITEHEAD PLLC2+ years Service code 10 · EIN 27-2616366 | Accounting | $5,006 |
ASCENSUS LLC2+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 · EIN 31-1560462 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $1,600 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $27,971 | $46,173-39.4% | $170,435-83.6% | $69,631-59.8% |
| Participation rate | 84.5% | 63.9%+20.6pp | 83.6%+0.9pp | 70.7%+13.8pp |
| Annual return | 20.82% | 21.62%-0.8pp | 205.94%-185.1pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $1,020 | $1,610-36.6% | $5,432-81.2% | $2,032-49.8% |
| Participant deferral / active EE | $1,361 | $2,080-34.6% | $4,939-72.5% | $3,224-57.8% |
| Admin fee / account holder | $129 | $116+11.5% | $13,881-99.1% | $110+17.1% |