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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP8+ years Service code 10 · EIN 13-5381590 | Accounting | $16,200 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 11 · EIN 04-2530412 | Actuarial | $6,989 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 13 · EIN 84-0467907 | Contract Administrator | $6,400 |
CALVERT6 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
RIDGEWORTH3 years Filed as: VIRTUS MUTUAL FUNDS Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
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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 | $0 | $52,530-100.0% | $270,125-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 35.7%-35.7pp | 9.9%-9.9pp |
| Annual return | -16.84% | -11.09%-5.7pp | -38.86%+22.0pp | -5.25%-11.6pp |
| Employer contribution / active EE | $9,995 | $16,800-40.5% | $37,752-73.5% | $15,161-34.1% |
| Participant deferral / active EE | $0 | $36-100.0% | $16-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $303-100.0% | $16,942-100.0% | $3,859-100.0% |