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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1475256 | Advisory (Plan) | $39,968 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $19,417 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON3 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years 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 |
PENSION AND RETIREMENT SERVICES6+ years Service code 13 · EIN 43-1874623 | Contract Administrator | $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 | $80,033 | $73,638+8.7% | $95,964-16.6% | $73,497+8.9% |
| Participation rate | 95.3% | 76.2%+19.1pp | 77.1%+18.2pp | 70.7%+24.6pp |
| Annual return | 9.59% | 16.78%-7.2pp | 91.64%-82.1pp | 28.51%-18.9pp |
| Employer contribution / active EE | $2,763 | $1,863+48.3% | $2,541+8.7% | $2,270+21.7% |
| Participant deferral / active EE | $3,933 | $3,617+8.7% | $4,167-5.6% | $3,740+5.2% |
| Admin fee / account holder | $266 | $482-44.8% | $6,797-96.1% | $513-48.1% |