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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 1295 STATE ST · BOSTON, MA 01111 | Contract Administrator | $89,298 |
Filed as: DENNIS G JENKINS, CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $12,560 |
Filed as: ROBEIN URANN SPENCER PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE STE 400 · METAIRIE, LA 70002 | Legal | $7,718 |
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 | $12,040 | $66,650-81.9% | $92,915-87.0% | $67,582-82.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 19.21% | 92.64%-73.4pp | 109.45%-90.2pp | 378.57%-359.4pp |
| Employer contribution / active EE | $2,031 | $2,777-26.8% | $3,653-44.4% | $2,148-5.4% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $209 | $199+5.1% | $5,796-96.4% | $142+47.1% |