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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $18,422 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 | Recordkeeping Fees | $3,087 |
ALLSPRING2 years Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
CALVERT5 years Service code 52 · EIN 52-1771206 | Indirect Investment Fees | $0 |
DODGE & COX5 years Service code 52 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON5 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
PIMCO FUNDS5 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
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 | $68,552 | $51,223+33.8% | $82,763-17.2% | $66,949+2.4% |
| Participation rate | 75.7% | 67.9%+7.8pp | 72.6%+3.2pp | 69.8%+5.9pp |
| Annual return | -15.96% | -9.85%-6.1pp | 702.45%-718.4pp | 1.57%-17.5pp |
| Employer contribution / active EE | $2,648 | $2,611+1.4% | $3,008-12.0% | $2,545+4.0% |
| Participant deferral / active EE | $5,626 | $3,460+62.6% | $4,395+28.0% | $4,239+32.7% |
| Admin fee / account holder | $108 | $415-74.0% | $5,325-98.0% | $594-81.8% |