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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $62,542 |
ULLICO1+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 1625 EYE STREET NW · WASHINGTON, DC 20006 | Investment Management | $37,869 |
SHARON HUANG1+ years Filed as: SHARON HODSON Service code 14 9217 DAYTON PIKE · SODDY DAISY, TN 37379 | Plan Administrator | $25,148 |
RHONDA LOWE1+ years Service code 30 9217 DAYTON PIKE · SODDY DAISY, TN 37379 | Employee (plan) | $13,924 |
LORI D'SOUZA1+ years Service code 30 9217 DAYTON PIKE · SODDY DAISY, TN 37379 | Employee (plan) | $12,524 |
SHEILA NIMMER1+ years Filed as: SHEILA BATES Service code 30 9217 DAYTON PIKE · SODDY DAISY, TN 37379 | Employee (plan) | $11,507 |
MILDRED NETHERY1+ years Service code 30 9217 DAYTON PIKE · SODDY DAISY, TN 37379 | Employee (plan) | $10,093 |
COLUMBIA PARTNERS1+ years Filed as: COLUMBIA PARTNERS INVESTMENT MGMT Service code 28 · EIN 52-1940739 5425 WISCONSIN AVE. S 700 · CHEVY CHASE, MD 20815 | Investment Management | $9,308 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 28 · EIN 13-2646110 1300 E NINTH ST, SUITE 1900 · CLEVELAND, OH 44114 | Investment Management | $6,875 |
TERRIANNA CRAWFORD1+ years Filed as: TERRIANNA E CRAWFORD Service code 14 9217 DAYTON PIKE · SODDY DAISY, TN 37379 | Plan Administrator | $5,009 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,242 | $75,760-86.5% | $123,105-91.7% | $59,188-82.7% |
| Participation rate | 60.4% | 86.0%-25.7pp | 86.8%-26.4pp | 69.4%-9.1pp |
| Annual return | 0.17% | 2.93%-2.8pp | 13.22%-13.0pp | 5.51%-5.3pp |
| Employer contribution / active EE | $705 | $3,415-79.4% | $5,151-86.3% | $2,098-66.4% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $162 | $61+167.1% | $9,014-98.2% | $92+75.9% |