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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $61,825 |
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 15 · EIN 52-1590516 | Recordkeeping | $50,220 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $13,200 |
NOVAK FRANCELLA LLC4 years Service code 10 · EIN 61-1436956 | Accounting | $12,470 |
THE SEGAL COMPANY4 years Filed as: SEGAL ROITMAN, LLP Service code 29 · EIN 04-2489114 | Legal | $11,337 |
Participant contribution per participant 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 | $162,255 | $78,275+107.3% | $109,173+48.6% | $86,821+86.9% |
| Participation rate | 77.0% | 73.8%+3.1pp | 75.9%+1.1pp | 72.3%+4.7pp |
| Annual return | 20.99% | 19.14%+1.8pp | 25.75%-4.8pp | 97.94%-77.0pp |
| Employer contribution / active EE | $3,124 | $3,105+0.6% | $3,723-16.1% | $2,406+29.8% |
| Participant deferral / active EE | $7 | $3,641-99.8% | $4,654-99.9% | $4,132-99.8% |
| Admin fee / account holder | $254 | $198+27.9% | $6,755-96.2% | $170+49.7% |