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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GOULET, SALVIDIO & ASSOCIATES PC Service code 10 · EIN 04-2623065 32 GOVE STREET · WORCESTER, MA 01605 | Accounting | $19,900 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $80 |
AB FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
Filed as: ALPHA PENSION GROUP INC. Service code 27 · EIN 26-2219855 | Advisory (Plan) | $0 |
AMERICAN FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUESETTS MUTUAL LIFE INS. CO. Service code 52 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 | Indirect Investment Fees | $0 |
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 | $158,013 | $52,722+199.7% | $90,440+74.7% | $73,412+115.2% |
| Participation rate | 97.9% | 67.7%+30.2pp | 72.7%+25.2pp | 72.2%+25.7pp |
| Annual return | 18.85% | 20.70%-1.9pp | 1294.38%-1275.5pp | 59.30%-40.4pp |
| Employer contribution / active EE | $13,005 | $1,872+594.9% | $3,263+298.6% | $2,234+482.2% |
| Participant deferral / active EE | $0 | $2,810-100.0% | $3,964-100.0% | $3,806-100.0% |
| Admin fee / account holder | $180 | $117+53.9% | $5,615-96.8% | $158+13.9% |