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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $114,981 |
Service code 13 · EIN 94-1749354 6800 SANTA TERESA BLVD · SAN JOSE, CA 95119 | Contract Administrator | $49,680 |
Filed as: STRATEGIC CAPITAL INVESTMENTS Service code 27 · EIN 36-4268991 720 E, BUTTERFIELD ROAD · LOMBARD, IL 60148 | Advisory (Plan) | $46,082 |
INEICH & COMPANY, LLP4+ years Service code 10 · EIN 56-2552172 950 TOWER LANE · FOSTER CITY, CA 94404 | Accounting | $16,000 |
SMART SOURCE LLC1 year Filed as: SMART SOURCE CRITICAL COMMUNICATION Service code 36 P.O. BOX 932177 · ATLANTA, GA 31193 | Copying and duplicating | $14,630 |
Filed as: NEYHART, ANDERSON, FREITAS Service code 29 · EIN 94-2576729 369 PINE STREET · SAN FRANCISCO, CA 94104 | Legal | $5,245 |
SMITH & HOWARD, PC4+ years Filed as: SMITH, LINDEN, & BASSCO, LLP Service code 10 5120 BIRCH STREET · NEWPORT BEACH, CA 92660 | Accounting | $5,054 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
HARBOR1 year Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,749 | $66,051-24.7% | $92,916-46.5% | $77,775-36.0% |
| Participation rate | 74.2% | 81.0%-6.8pp | 76.0%-1.8pp | 73.2%+1.0pp |
| Annual return | 6.08% | 20.69%-14.6pp | 109.45%-103.4pp | 32.58%-26.5pp |
| Employer contribution / active EE | $2,779 | $3,426-18.9% | $3,654-23.9% | $2,504+11.0% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $84 | $148-43.2% | $5,796-98.6% | $100-16.1% |