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| Provider | Service type | Compensation |
|---|---|---|
NECA MEMPHIS IBEW 4742+ years Service code 13 · EIN 62-1256120 | Contract Administrator | $278,717 |
THE SEGAL COMPANY2+ years Service code 16 · EIN 13-2646110 | Consulting | $69,517 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $62,382 |
TIC INTERNATIONAL CORPORATION2+ years Service code 13 6525 CENTURION DRIVE · LANSING, MI 489179275 | Contract Administrator | $37,200 |
SALES, TILLMAN, WALLBAUM2+ years Service code 29 · EIN 61-1358524 | Legal | $33,225 |
AGH WEALTH ADVISORS, LLC2+ years Filed as: AGH, LLC Service code 10 · EIN 58-2588678 | Accounting | $28,881 |
Filed as: MASSACHUSETTS MUTAUL LIFE INS. CO. Service code 60 | Sub-TA Fees | $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 | $73,983 | $221,442-66.6% | $92,240-19.8% | $77,958-5.1% |
| Participation rate | 86.6% | 79.6%+7.0pp | 76.5%+10.1pp | 71.6%+14.9pp |
| Annual return | 8.46% | 15.65%-7.2pp | 176.29%-167.8pp | 20.87%-12.4pp |
| Employer contribution / active EE | $3,409 | $3,226+5.7% | $3,680-7.4% | $2,310+47.5% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $150 | $210-28.6% | $5,194-97.1% | $97+53.7% |