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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 27 · EIN 04-1590850 | Advisory (Plan) | $13,476 |
BRIAN FREEMAN3+ years Filed as: BRIAN PITANIELLO Service code 53 6010 82ND ST., STE.100 · LUBBOCK, TX 79424 | Insurance Commissions | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY ADVISORS Service code 52 · EIN 04-3335387 | Indirect Investment Fees | $0 |
HIGHLAND FUNDS1 year Service code 52 · EIN 06-1462371 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
JAY W. TOWER, ESQ.3+ years Filed as: JAY R EGAN Service code 53 6010 82ND ST., STE. 100 · LUBBOCK, TX 79424 | Insurance Commissions | $0 |
JESSE CHAMBERS3+ years Service code 53 6010 82ND ST., STE. 100 · LUBBOCK, TX 79424 | Insurance Commissions | $0 |
Filed as: MFS INVESTMENT MGMT Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
NORRTHERN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,187 | $51,466+112.2% | $78,778+38.6% | $62,292+75.3% |
| Participation rate | 53.6% | 59.8%-6.2pp | 69.2%-15.6pp | 69.5%-15.9pp |
| Annual return | 14.66% | 19.96%-5.3pp | 35.62%-21.0pp | 28.90%-14.2pp |
| Employer contribution / active EE | $1,081 | $827+30.7% | $1,986-45.5% | $2,042-47.1% |
| Participant deferral / active EE | $2,012 | $2,147-6.3% | $2,958-32.0% | $3,169-36.5% |
| Admin fee / account holder | $173 | $489-64.7% | $5,134-96.6% | $479-64.0% |