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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 | $64,705-29.3% | $62,929-27.3% | $67,986-32.7% |
| Participation rate | 90.8% | 65.6%+25.2pp | 73.1%+17.6pp | 57.2%+33.5pp |
| Annual return | 14.62% | 20.31%-5.7pp | 1063.93%-1049.3pp | 31.67%-17.0pp |
| Employer contribution / active EE | $880 | $2,376-63.0% | $2,505-64.9% | $2,019-56.4% |
| Participant deferral / active EE | $2,937 | $3,198-8.2% | $3,888-24.5% | $3,358-12.5% |
| Admin fee / account holder | $175 | $1,428-87.8% | $5,065-96.6% | $3,203-94.6% |