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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $232,339 |
Service code 13 7142 NIGHTINGALE DRIVE, SUITE 1 · HOLLAND, OH 43528 | Contract Administrator | $64,436 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $49,651 |
Service code 29 · EIN 34-4439491 | Legal | $12,150 |
Service code 10 · EIN 31-0800053 | Accounting | $8,600 |
HUNTINGTON INSURANCE3 years Service code 23 37 W BROAD ST · COLUMBUS, OH 43215 | Direct payment from the plan; Insuran... | $6,345 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,938 | $76,774-81.8% | $112,249-87.6% | $77,906-82.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -13.22% | -10.25%-3.0pp | 27.48%-40.7pp | 12.16%-25.4pp |
| Employer contribution / active EE | $1,244 | $3,977-68.7% | $3,636-65.8% | $2,846-56.3% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $148 | $239-37.9% | $6,412-97.7% | $133+11.9% |