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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL RETIREMENT SERVICES,LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $11,412 |
HICKS PENSION SERVICES5 years Service code 14 · EIN 77-0155091 | Plan Administrator | $11,087 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $8,772 |
Filed as: GREATWEST LIFE & ANNUITY Service code 15 · EIN 84-0467907 | Recordkeeping | $1,225 |
Service code 49 · EIN 36-3429599 | Other Services | $30 |
Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $26 |
Filed as: CHARLES SCHWAB, & CO., INC. Service code 33 | Securities brokerage; Securities brok... | $0 |
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 | $134,628 | $121,341+11.0% | $189,537-29.0% | $79,391+69.6% |
| Participation rate | 71.4% | 86.1%-14.7pp | 87.8%-16.4pp | 70.7%+0.7pp |
| Annual return | 12.31% | 21.08%-8.8pp | 555.34%-543.0pp | 116.88%-104.6pp |
| Employer contribution / active EE | $1,638 | $3,915-58.2% | $6,161-73.4% | $2,428-32.5% |
| Participant deferral / active EE | $4,969 | $6,395-22.3% | $8,220-39.5% | $4,046+22.8% |
| Admin fee / account holder | $111 | $651-83.0% | $12,048-99.1% | $627-82.3% |