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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $29,118 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $8,973 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $2,870 |
AMERICAN CENTURY3 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,906 | $78,423-51.7% | $95,964-60.5% | $79,856-52.5% |
| Participation rate | 98.9% | 73.5%+25.4pp | 77.1%+21.8pp | 69.6%+29.2pp |
| Annual return | 12.44% | 19.37%-6.9pp | 91.64%-79.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,084 | $1,945-44.3% | $2,541-57.3% | $2,471-56.1% |
| Participant deferral / active EE | $2,087 | $3,440-39.3% | $4,167-49.9% | $3,741-44.2% |
| Admin fee / account holder | $353 | $5,622-93.7% | $6,797-94.8% | $5,306-93.4% |