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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $36,161 |
NOVA 401(K) ASSOCIATES3+ years Service code 13 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $0 |
OPPENHEIMER1 year Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
Filed as: WALTER E KATZ Service code 52 1295 STATE STREET · SPRINGFIELD, TX 01111 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,293 | $64,909+2.1% | $82,312-19.5% | $62,293+6.4% |
| Participation rate | 82.0% | 74.9%+7.1pp | 76.9%+5.1pp | 69.5%+12.5pp |
| Annual return | 12.16% | 21.18%-9.0pp | 25.88%-13.7pp | 28.90%-16.7pp |
| Employer contribution / active EE | $3,216 | $1,676+91.9% | $2,428+32.4% | $2,042+57.5% |
| Participant deferral / active EE | $5,082 | $3,103+63.8% | $3,706+37.1% | $3,169+60.4% |
| Admin fee / account holder | $204 | $440-53.5% | $5,608-96.4% | $479-57.4% |