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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 100 BRIGHT MEADOW BLVD. · ENFIELD, CT 06082 | Indirect Investment Fees | $18,962 |
DUNBAR, BENDER & ZAPF, INC.1+ years Filed as: DUNBAR BENDER & ZAPF, INC. Service code 13 · EIN 25-1650062 437 GRANT STREET · PITTSBURGH, PA 15219 | Contract Administrator | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,159 | $52,467+3.2% | $57,196-5.3% | $55,167-1.8% |
| Participation rate | 75.4% | 75.8%-0.4pp | 75.3%+0.1pp | 69.0%+6.4pp |
| Annual return | -0.71% | 7.72%-8.4pp | 14.59%-15.3pp | 169.23%-169.9pp |
| Employer contribution / active EE | $2,401 | $2,477-3.1% | $2,683-10.5% | $1,963+22.3% |
| Participant deferral / active EE | $1,832 | $2,830-35.3% | $3,096-40.8% | $3,054-40.0% |
| Admin fee / account holder | $120 | $269-55.3% | $3,141-96.2% | $504-76.1% |