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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 27 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Advisory (Plan) | $13,773 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,845 |
FOUTS & MORGAN CPA'S, P.C.4 years Filed as: FOUTS & MORGAN CPAS PC Service code 10 1715 AARON BRENNER DR STE 700 · MEMPHIS, TN 38120 | Accounting | $7,830 |
BURLEIGH CONSULTING GROUP10+ years Service code 13 465 JACK KRAMER DRIVE - SUITE 2 · MEMPHIS, TN 38117 | Contract Administrator | $5,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,946 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,735 | $65,072-29.7% | $66,439-31.2% | $65,306-30.0% |
| Participation rate | 90.8% | 69.1%+21.7pp | 74.5%+16.3pp | 57.7%+33.1pp |
| Annual return | 14.62% | 21.50%-6.9pp | 757.66%-743.0pp | 21.94%-7.3pp |
| Employer contribution / active EE | $880 | $2,475-64.5% | $2,637-66.6% | $1,967-55.3% |
| Participant deferral / active EE | $2,937 | $3,234-9.2% | $3,876-24.2% | $2,959-0.8% |
| Admin fee / account holder | $175 | $1,323-86.8% | $6,173-97.2% | $3,480-95.0% |