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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 | $88,761 |
Filed as: ROBEIN URANN SPENCER PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE STE 400 · METAIRIE, LA 70002 | Legal | $43,746 |
DENNIS G. JENKINS, CPA,LLC2 years Filed as: DENNIS G JENKINS, CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $10,000 |
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 | $14,504 | $91,517-84.2% | $101,275-85.7% | $73,412-80.2% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 12.14% | 17.17%-5.0pp | 46.48%-34.3pp | 59.30%-47.2pp |
| Employer contribution / active EE | $1,817 | $2,877-36.9% | $3,660-50.4% | $2,234-18.7% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $265 | $216+22.8% | $5,948-95.5% | $158+67.8% |