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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 | $55,981 |
DENNIS G. JENKINS, CPA,LLC3+ years Filed as: DENNIS G. JENKINS,CPALLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LANE, STE 501 · KENNESAW, GA 30152 | Accounting | $8,550 |
Filed as: ROBEIN URANN SPENCER PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE ST 400 · METAIRIE, LA 70002 | Legal | $7,986 |
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 | $8,419 | $60,545-86.1% | $92,240-90.9% | $69,631-87.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 13.42% | 19.71%-6.3pp | 176.29%-162.9pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $1,226 | $2,633-53.4% | $3,680-66.7% | $2,032-39.6% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $142 | $145-1.6% | $5,194-97.3% | $110+29.0% |