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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $53,119 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $138 |
Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $0 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,159 | $99,957-55.8% | $149,745-70.5% | $73,497-39.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 11.11% | 53.87%-42.8pp | 276.72%-265.6pp | 28.51%-17.4pp |
| Employer contribution / active EE | $2,775 | $3,191-13.0% | $4,646-40.3% | $2,270+22.2% |
| Participant deferral / active EE | $2,670 | $6,073-56.0% | $6,843-61.0% | $3,740-28.6% |
| Admin fee / account holder | $251 | $551-54.3% | $9,312-97.3% | $513-51.0% |