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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $39,663 |
Service code 50 · EIN 03-0320580 3 GREGORY DRIVE · SOUTH BURLINGTON, VT 05403 | Direct Payment | $36,178 |
Filed as: BNY MELLON Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1899003 455 DEVON PARK DR · WAYNE, PA 19087 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,344 | $66,650-6.5% | $92,915-32.9% | $67,582-7.8% |
| Participation rate | 86.4% | 72.5%+13.9pp | 76.0%+10.4pp | 71.3%+15.1pp |
| Annual return | 7.31% | 92.64%-85.3pp | 109.45%-102.1pp | 378.57%-371.3pp |
| Employer contribution / active EE | $1,671 | $2,777-39.8% | $3,653-54.3% | $2,148-22.2% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $327 | $199+64.1% | $5,796-94.4% | $142+129.6% |