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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $222,395 |
REID & RIEGE, P.C.6 years Filed as: REID AND REIGE, P.C. Service code 29 · EIN 06-0867204 | Legal | $81,916 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $43,867 |
SCHULTHEIS & PANETTIERI, LLP7+ years Service code 10 · EIN 13-1577780 | Accounting | $37,006 |
THE SEGAL COMPANY7+ years Service code 16 · EIN 13-1835864 | Consulting | $18,434 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DODGE & COX5 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 13-2649093 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
NUVEEN5 years Service code 52 · EIN 41-1418224 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,927 | $88,770+14.8% | $109,191-6.7% | $93,010+9.6% |
| Participation rate | 69.7% | 81.5%-11.8pp | 75.9%-6.2pp | 73.9%-4.2pp |
| Annual return | 14.71% | 60.64%-45.9pp | 25.76%-11.0pp | 158.70%-144.0pp |
| Employer contribution / active EE | $2,591 | $3,780-31.4% | $3,723-30.4% | $2,705-4.2% |
| Participant deferral / active EE | $600 | $3,630-83.5% | $4,653-87.1% | $4,561-86.8% |
| Admin fee / account holder | $281 | $172+62.9% | $6,756-95.8% | $152+85.1% |