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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $23,250 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
CALVERT4 years Service code 52 · EIN 52-1771206 | Indirect Investment Fees | $0 |
DODGE & COX4 years Service code 52 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1416752 | Indirect Investment Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,600 | $63,768+34.2% | $98,483-13.1% | $79,391+7.8% |
| Participation rate | 80.5% | 69.9%+10.6pp | 73.3%+7.1pp | 70.7%+9.8pp |
| Annual return | 15.24% | 626.18%-610.9pp | 1494.38%-1479.1pp | 116.88%-101.6pp |
| Employer contribution / active EE | $3,076 | $2,558+20.3% | $2,961+3.9% | $2,428+26.7% |
| Participant deferral / active EE | $6,069 | $3,305+83.6% | $4,276+41.9% | $4,046+50.0% |
| Admin fee / account holder | $117 | $516-77.2% | $5,953-98.0% | $627-81.3% |