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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $40,541 |
MONEY CONCEPTS CAPITAL CORP3+ years Service code 53 · EIN 59-2268067 | Insurance Commissions | $35,333 |
EBELHAR WHITEHEAD PLLC3+ years Service code 10 · EIN 27-2616366 | Accounting | $3,511 |
ASCENSUS LLC3+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 · EIN 31-1560462 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $2,293 |
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 | $25,656 | $37,196-31.0% | $154,111-83.4% | $55,725-54.0% |
| Participation rate | 86.4% | 64.1%+22.3pp | 83.0%+3.3pp | 70.9%+15.5pp |
| Annual return | 10.70% | 1319.68%-1309.0pp | 735.18%-724.5pp | 244.93%-234.2pp |
| Employer contribution / active EE | $966 | $1,614-40.2% | $5,298-81.8% | $2,078-53.5% |
| Participant deferral / active EE | $1,247 | $2,068-39.7% | $5,081-75.4% | $3,356-62.8% |
| Admin fee / account holder | $133 | $102+30.7% | $13,411-99.0% | $115+15.3% |