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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 | $99,780 |
Filed as: ROBEIN URANN SPENCER PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE STE 400 · METAIRIE, LA 70002 | Legal | $20,084 |
DENNIS G. JENKINS, CPA,LLC3 years Filed as: DENNIS G JENKINS, CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $9,900 |
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 | $16,148 | $78,275-79.4% | $109,173-85.2% | $86,821-81.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 11.42% | 19.14%-7.7pp | 25.75%-14.3pp | 97.94%-86.5pp |
| Employer contribution / active EE | $1,949 | $3,105-37.2% | $3,723-47.6% | $2,406-19.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $226 | $198+13.7% | $6,755-96.7% | $170+33.1% |