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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $24,455 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
Filed as: AMERICNA FUNDS Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
CALVERT3 years Service code 52 · EIN 52-1771206 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,112 | $66,124+22.7% | $90,461-10.3% | $73,497+10.4% |
| Participation rate | 80.2% | 69.7%+10.5pp | 72.7%+7.5pp | 70.7%+9.5pp |
| Annual return | 17.51% | 17.65%-0.1pp | 1294.76%-1277.3pp | 28.51%-11.0pp |
| Employer contribution / active EE | $2,689 | $2,346+14.6% | $3,264-17.6% | $2,270+18.4% |
| Participant deferral / active EE | $5,200 | $3,039+71.1% | $3,964+31.2% | $3,740+39.0% |
| Admin fee / account holder | $122 | $396-69.1% | $5,617-97.8% | $513-76.2% |