Filed December 9, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 51 600 LONGWATER DR · NORWELL, MA 02061 | Investment Mgmt Fees | $33,679 |
Service code 11 · EIN 04-2530412 | Actuarial | $18,971 |
GRAY, GRAY & GRAY6 years Filed as: GRAY, GRAY & GRAY, LLP Service code 10 · EIN 04-2088368 | Accounting | $11,850 |
MATRIX TRUST COMPANY1 year Filed as: BROADRIDGE MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $4,537 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC6 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,088-100.0% | $788,447-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 3.0%-3.0pp | 21.4%-21.4pp | 9.9%-9.9pp |
| Annual return | -20.50% | -12.85%-7.7pp | -3.21%-17.3pp | -5.25%-15.3pp |
| Employer contribution / active EE | $17,029 | $16,520+3.1% | $46,051-63.0% | $15,161+12.3% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $779-100.0% | $46,258-100.0% | $3,859-100.0% |