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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 99 · EIN 04-1590850 | Other Fees | $27,466 |
Filed as: TRIBRIDGE PARTNERS FINANCIAL LL Service code 99 · EIN 99-1321623 | Other Fees | $14,728 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,512 |
CLIFTONLARSONALLEN LLP1 year Service code 99 · EIN 41-0746749 | Other Fees | $5,028 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,994 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,421 | $101,499-31.6% | $147,005-52.8% | $74,546-6.9% |
| Participation rate | 81.0% | 75.5%+5.4pp | 82.2%-1.2pp | 67.2%+13.8pp |
| Annual return | 16.96% | 8732.34%-8715.4pp | 418.76%-401.8pp | 1366.03%-1349.1pp |
| Employer contribution / active EE | $4,587 | $3,811+20.4% | $4,934-7.0% | $2,624+74.8% |
| Participant deferral / active EE | $9,819 | $7,304+34.4% | $8,070+21.7% | $4,347+125.8% |
| Admin fee / account holder | $67 | $1,748-96.2% | $13,006-99.5% | $1,944-96.6% |