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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INC CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,526 |
Service code 27 · EIN 45-3764090 | Advisory (Plan) | $1,696 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $169 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
BLACKROCK1 year Filed as: BLACKROCK TOTAL RETURN FUND Service code 52 | Indirect Investment Fees | $0 |
DWS FUNDS1 year Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,323 | $185,200-90.1% | $142,863-87.2% | $167,490-89.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 12.48% | 8555.70%-8543.2pp | 5637.54%-5625.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,811 | $5,604-67.7% | $4,144-56.3% | $4,837-62.6% |
| Participant deferral / active EE | $4,020 | $4,494-10.6% | $3,837+4.8% | $6,341-36.6% |
| Admin fee / account holder | $66 | $8,031-99.2% | $6,560-99.0% | $12,309-99.5% |