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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 04-6069435 LOCAL UNION #4 · WEST BOYLSTON, MA 01583 | Accounting | $63,881 |
Service code 26 | Advisory (Participants) | $56,171 |
Filed as: MASS MUTUTAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Indirect Investment Fees | $1,600 |
Filed as: COMMONWEALTH FINANCIAL Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $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 | $100,775 | $60,545+66.4% | $92,240+9.3% | $69,631+44.7% |
| Participation rate | 95.7% | 72.2%+23.6pp | 76.5%+19.3pp | 70.7%+25.1pp |
| Annual return | 15.50% | 19.71%-4.2pp | 176.29%-160.8pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $6,519 | $2,633+147.6% | $3,680+77.2% | $2,032+220.8% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $243 | $145+68.0% | $5,194-95.3% | $110+120.2% |