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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $50,280 |
MEKETA INVESTMENT GROUP1+ years Filed as: MEKETA INVESTMENT GROUP, INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $30,000 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $23,000 |
BLITMAN & KING1+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $22,045 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,165 | $68,413-29.6% | $123,105-60.9% | $55,191-12.7% |
| Participation rate | 88.3% | 84.5%+3.7pp | 86.8%+1.5pp | 69.2%+19.1pp |
| Annual return | -0.53% | 6.30%-6.8pp | 13.22%-13.7pp | 10.78%-11.3pp |
| Employer contribution / active EE | $2,556 | $3,050-16.2% | $5,151-50.4% | $1,899+34.6% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $180 | $88+105.1% | $9,014-98.0% | $91+98.5% |