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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 | $61,881 |
ULLICO2+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 1625 EYE STREET NW · WASHINGTON, DC 20006 | Investment Management | $36,113 |
TERRIANNA CRAWFORD2+ years Filed as: TERRIANNA E CRAWFORD Service code 14 9217 DAYTON PIKE · SODDY DAISY, TN 37379 | Plan Administrator | $19,386 |
Filed as: HENDERSON, HUTCHERSON, & MCCULLOUGH Service code 10 · EIN 62-1114363 1200 MARKET STREET · CHATTANOOGA, TN 37402 | Accounting | $19,025 |
LORI D'SOUZA2+ years Service code 30 9217 DAYTON PIKE · SODDY DAISY, TN 37379 | Employee (plan) | $15,594 |
SUSAN FLAHERTY1 year Filed as: SUSAN CHAFFIN Service code 14 9217 DAYTON PIKE · SODDY DAISY, TN 37379 | Plan Administrator | $13,862 |
HEATHER ROMERI1 year Filed as: HEATHER SAMPLES Service code 30 9217 DAYTON PIKE · SODDY DAISY, TN 37379 | Employee (plan) | $13,189 |
SHEILA NIMMER2+ years Filed as: SHEILA BATES Service code 30 9217 DAYTON PIKE · SODDY DAISY, TN 37379 | Employee (plan) | $12,105 |
MILDRED NETHERY2+ years Service code 30 9217 DAYTON PIKE · SODDY DAISY, TN 37379 | Employee (plan) | $10,822 |
COLUMBIA PARTNERS2+ years Filed as: COLUMBIA PARTNERS INVESTMENT MGMT Service code 28 · EIN 52-1940739 5425 WISCONSIN AVE. S 700 · CHEVY CHASE, MD 20815 | Investment Management | $9,699 |
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.
Annual investment return 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 | $11,120 | $80,354-86.2% | $133,975-91.7% | $63,975-82.6% |
| Participation rate | 56.8% | 87.5%-30.7pp | 87.1%-30.3pp | 71.1%-14.3pp |
| Annual return | 1.22% | 13.11%-11.9pp | 29.29%-28.1pp | 48.65%-47.4pp |
| Employer contribution / active EE | $781 | $3,503-77.7% | $5,211-85.0% | $2,182-64.2% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $202 | $69+191.0% | $9,324-97.8% | $70+186.3% |