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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $74,775 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $51,691 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,698 |
COMPASS 360, LLC1 year Filed as: COMPASS FINANCIAL PARTNERS LLC Service code 16 3903 NORTH ELM STREET · GREENSBOROUGH, NC 27455 | Consulting | $26,623 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,213 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS.CO. Service code 49 | Other Services | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | 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 | $88,008 | $118,101-25.5% | $106,387-17.3% | $75,289+16.9% |
| Participation rate | 90.7% | 81.4%+9.3pp | 77.5%+13.2pp | 72.4%+18.3pp |
| Annual return | -2.04% | -2.42%+0.4pp | 0.25%-2.3pp | -0.04%-2.0pp |
| Employer contribution / active EE | $3,302 | $2,880+14.6% | $3,520-6.2% | $2,405+37.3% |
| Participant deferral / active EE | $6,483 | $4,681+38.5% | $5,421+19.6% | $3,739+73.4% |
| Admin fee / account holder | $101 | $85+19.0% | $7,510-98.7% | $102-1.7% |