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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $134,969 |
PINNACLE PENSION SERVICES5+ years Service code 13 · EIN 82-0433443 3101 W. MAIN ST., STE. 100 · BOISE, ID 83702 | Contract Administrator | $51,500 |
EDWARD JONES5+ years Filed as: EDWARD D JONES & CO L P Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Advisory (Plan) | $47,063 |
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 | $27,520 | $47,456-42.0% | $172,739-84.1% | $77,787-64.6% |
| Participation rate | 65.8% | 66.3%-0.5pp | 82.6%-16.9pp | 73.2%-7.4pp |
| Annual return | 23.85% | 35.57%-11.7pp | 802.84%-779.0pp | 32.57%-8.7pp |
| Employer contribution / active EE | $1,388 | $1,574-11.8% | $5,143-73.0% | $2,504-44.6% |
| Participant deferral / active EE | $2,506 | $2,560-2.1% | $5,198-51.8% | $3,967-36.8% |
| Admin fee / account holder | $208 | $81+157.3% | $13,954-98.5% | $100+107.9% |