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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 1295 BSTATE ST · SPRINGFIELD, MA 01111 | Contract Administrator | $16,997 |
DENNIS G. JENKINS, CPA,LLC2+ years Filed as: DENNIS G. JENKINS,CPALLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LANE, STE 501 · KENNESAW, GA 30152 | Accounting | $13,200 |
Filed as: ROBEIN URANN SPENCER PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE ST 400 · METAIRIE, LA 70002 | Legal | $4,371 |
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 | $6,323 | $57,921-89.1% | $84,753-92.5% | $57,658-89.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 3.43% | 10.24%-6.8pp | 22.78%-19.4pp | 5.13%-1.7pp |
| Employer contribution / active EE | $938 | $2,598-63.9% | $3,574-73.7% | $1,974-52.5% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $98 | $130-24.5% | $5,333-98.2% | $95+3.6% |