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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 | $65,084-29.7% | $67,681-32.4% | $64,340-28.9% |
| Participation rate | 90.8% | 66.7%+24.0pp | 73.7%+17.0pp | 55.2%+35.5pp |
| Annual return | 14.62% | 20.50%-5.9pp | 590.58%-576.0pp | 24.14%-9.5pp |
| Employer contribution / active EE | $880 | $2,398-63.3% | $2,678-67.2% | $1,862-52.8% |
| Participant deferral / active EE | $2,937 | $3,210-8.5% | $3,976-26.1% | $2,980-1.5% |
| Admin fee / account holder | $175 | $1,415-87.7% | $6,100-97.1% | $3,703-95.3% |