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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST Service code 50 · EIN 04-1590850 | Direct Payment | $56,955 |
MEKETA INVESTMENT GROUP3+ years Filed as: MEKETA INVESTMENT GROUP, INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $30,000 |
BLITMAN & KING3+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $24,230 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $24,000 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 60 | Sub-TA Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,505 | $89,274-42.3% | $149,721-65.6% | $77,958-33.9% |
| Participation rate | 94.9% | 87.6%+7.2pp | 87.1%+7.8pp | 71.6%+23.2pp |
| Annual return | 12.57% | 20.36%-7.8pp | 1501.67%-1489.1pp | 20.87%-8.3pp |
| Employer contribution / active EE | $2,707 | $3,727-27.4% | $5,444-50.3% | $2,310+17.2% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $171 | $240-28.9% | $11,282-98.5% | $97+75.2% |