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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 | $40,702 |
Service code 50 · EIN 03-0320580 3 GREGORY DRIVE · SOUTH BURLINGTON, VT 05403 | Direct Payment | $36,449 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1899003 455 DEVON PARK DR · WAYNE, PA 19087 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,398 | $91,517-36.2% | $101,275-42.3% | $73,412-20.5% |
| Participation rate | 84.6% | 73.8%+10.8pp | 75.8%+8.8pp | 72.2%+12.4pp |
| Annual return | -0.99% | 17.17%-18.2pp | 46.48%-47.5pp | 59.30%-60.3pp |
| Employer contribution / active EE | $899 | $2,877-68.8% | $3,660-75.4% | $2,234-59.8% |
| Participant deferral / active EE | $381 | $3,338-88.6% | $4,371-91.3% | $3,806-90.0% |
| Admin fee / account holder | $319 | $216+47.9% | $5,948-94.6% | $158+102.2% |