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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $20,087 |
Filed as: PASADENA PRIVATE WEALTH, LLC Service code 27 · EIN 82-4823358 | Advisory (Plan) | $12,714 |
Filed as: MARTINI AKPOVI PARTNERS LLC Service code 10 · EIN 95-4508585 | Accounting | $10,000 |
Filed as: TRANSAMERICA LIFE INSURANCE Service code 15 · EIN 36-6071399 | Recordkeeping | $6,144 |
Service code 13 · EIN 77-0536417 | Contract Administrator | $0 |
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 | $44,183 | $63,114-30.0% | $92,909-52.4% | $65,185-32.2% |
| Participation rate | 97.9% | 68.8%+29.1pp | 76.0%+21.9pp | 70.2%+27.7pp |
| Annual return | 16.59% | 28.75%-12.2pp | 109.44%-92.8pp | 29.38%-12.8pp |
| Employer contribution / active EE | $3,075 | $2,571+19.6% | $3,653-15.8% | $2,177+41.3% |
| Participant deferral / active EE | $3,253 | $3,108+4.7% | $4,238-23.2% | $3,514-7.4% |
| Admin fee / account holder | $149 | $624-76.0% | $5,795-97.4% | $847-82.4% |