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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 49 · EIN 04-1590850 | Other Services | $120,033 |
EDWARD JONES4+ years Filed as: EDWARD D JONES & CO L P Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Advisory (Plan) | $48,685 |
PINNACLE PENSION SERVICES4+ years Service code 13 · EIN 82-0433443 3101 W. MAIN ST., STE. 100 · BOISE, ID 83702 | Contract Administrator | $35,358 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,013 | $45,382-49.3% | $154,108-85.1% | $75,289-69.4% |
| Participation rate | 66.9% | 65.9%+1.0pp | 83.0%-16.2pp | 72.4%-5.6pp |
| Annual return | -6.33% | -0.47%-5.9pp | 735.21%-741.5pp | -0.04%-6.3pp |
| Employer contribution / active EE | $1,506 | $1,533-1.7% | $5,298-71.6% | $2,405-37.4% |
| Participant deferral / active EE | $2,405 | $2,384+0.9% | $5,081-52.7% | $3,739-35.7% |
| Admin fee / account holder | $231 | $89+158.3% | $13,411-98.3% | $102+125.5% |