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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $85,110 |
EDWARD JONES3+ years Filed as: EDWARD D JONES & CO L P Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Advisory (Plan) | $20,892 |
PINNACLE PENSION SERVICES3+ years Service code 13 · EIN 82-0433443 3101 W. MAIN ST., STE. 100 · BOISE, ID 83702 | Contract Administrator | $20,737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,066 | $44,989-46.5% | $170,435-85.9% | $77,958-69.1% |
| Participation rate | 66.7% | 64.6%+2.1pp | 83.6%-16.9pp | 71.6%-4.9pp |
| Annual return | 24.25% | 19.61%+4.6pp | 205.94%-181.7pp | 20.87%+3.4pp |
| Employer contribution / active EE | $1,459 | $1,466-0.5% | $5,432-73.2% | $2,310-36.9% |
| Participant deferral / active EE | $2,239 | $2,208+1.4% | $4,939-54.7% | $3,537-36.7% |
| Admin fee / account holder | $109 | $69+58.7% | $13,881-99.2% | $97+12.4% |