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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $39,518 |
MONEY CONCEPTS CAPITAL CORP5+ years Service code 53 · EIN 59-2268067 | Insurance Commissions | $35,723 |
ASCENSUS LLC5+ years Filed as: RETIREMENT MANAGEMENT SERVICES Service code 13 | Contract Administrator | $10,176 |
EBELHAR WHITEHEAD PLLC5+ years Service code 10 · EIN 27-2616366 | Accounting | $6,911 |
ASCENSUS LLC5+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 · EIN 31-1560462 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $0 |
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 | $25,227 | $52,293-51.8% | $178,498-85.9% | $73,412-65.6% |
| Participation rate | 90.4% | 65.3%+25.1pp | 81.9%+8.5pp | 72.2%+18.2pp |
| Annual return | 0.76% | 34.75%-34.0pp | 151.09%-150.3pp | 59.30%-58.5pp |
| Employer contribution / active EE | $1,235 | $1,735-28.8% | $5,011-75.4% | $2,234-44.7% |
| Participant deferral / active EE | $1,509 | $2,332-35.3% | $5,202-71.0% | $3,806-60.3% |
| Admin fee / account holder | $124 | $127-2.8% | $13,985-99.1% | $158-21.6% |