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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 43-1475256 | Investment advisory (plan); Claims pr... | $36,664 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,357 |
PENSION AND RETIREMENT SERVICES4+ years Service code 13 · EIN 43-1874623 | Contract Administrator | $1,974 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE 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 | $72,524 | $59,191+22.5% | $76,767-5.5% | $56,289+28.8% |
| Participation rate | 97.5% | 75.2%+22.3pp | 77.0%+20.6pp | 69.9%+27.7pp |
| Annual return | -3.90% | 6.62%-10.5pp | 2.43%-6.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $2,591 | $1,759+47.3% | $2,485+4.2% | $2,111+22.7% |
| Participant deferral / active EE | $3,668 | $3,255+12.7% | $3,852-4.8% | $3,350+9.5% |
| Admin fee / account holder | $236 | $489-51.7% | $6,675-96.5% | $521-54.7% |