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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $221,367 |
REID & RIEGE, P.C.5 years Filed as: REID AND REIGE, P.C. Service code 29 · EIN 06-0867204 | Legal | $77,824 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $42,572 |
SCHULTHEIS & PANETTIERI, LLP6+ years Service code 10 · EIN 13-1577780 | Accounting | $37,014 |
THE SEGAL COMPANY6+ years Service code 16 · EIN 13-1835864 | Consulting | $13,729 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DODGE & COX4 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 13-2649093 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
NUVEEN4 years Service code 52 · EIN 41-1418224 | Indirect Investment Fees | $0 |
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 | $90,861 | $81,719+11.2% | $101,275-10.3% | $90,274+0.7% |
| Participation rate | 71.7% | 80.7%-9.1pp | 75.8%-4.1pp | 73.4%-1.7pp |
| Annual return | 16.12% | 337.64%-321.5pp | 46.46%-30.3pp | 53.97%-37.9pp |
| Employer contribution / active EE | $2,584 | $3,622-28.7% | $3,660-29.4% | $2,523+2.4% |
| Participant deferral / active EE | $588 | $3,310-82.2% | $4,370-86.5% | $4,231-86.1% |
| Admin fee / account holder | $255 | $162+57.7% | $5,948-95.7% | $114+123.9% |