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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $41,582 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $15,436 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1567889 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
CALVERT4 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2466841 | Indirect Investment Fees | $0 |
Filed as: JP MOGAN Service code 52 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,207 | $42,910+75.3% | $60,919+23.5% | $68,490+9.8% |
| Participation rate | 72.1% | 66.8%+5.4pp | 73.1%-1.0pp | 67.9%+4.2pp |
| Annual return | -12.40% | -13.99%+1.6pp | 16.96%-29.4pp | -7.85%-4.5pp |
| Employer contribution / active EE | $1,902 | $1,978-3.9% | $2,704-29.7% | $2,597-26.8% |
| Participant deferral / active EE | $4,328 | $2,866+51.0% | $3,814+13.5% | $4,028+7.4% |
| Admin fee / account holder | $507 | $3,104-83.7% | $3,228-84.3% | $5,403-90.6% |