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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,113 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS.CO. Service code 50 · EIN 04-1590850 | Direct Payment | $6,355 |
Filed as: SSGA TRUST COMPANY Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $15 |
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 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 22-2725700 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $84,160 | $57,384+46.7% | $106,387-20.9% | $56,289+49.5% |
| Participation rate | 71.8% | 71.3%+0.5pp | 77.5%-5.7pp | 69.9%+1.9pp |
| Annual return | -1.41% | 5.91%-7.3pp | 0.25%-1.7pp | -9.96%+8.6pp |
| Employer contribution / active EE | $1,769 | $2,348-24.6% | $3,520-49.7% | $2,111-16.2% |
| Participant deferral / active EE | $4,947 | $3,799+30.2% | $5,421-8.8% | $3,350+47.7% |
| Admin fee / account holder | $149 | $566-73.7% | $7,510-98.0% | $521-71.4% |