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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $40,474 |
ALAN BILLER & ASSOCIATES3+ years Filed as: ALAN V JANUZZI CPA Service code 10 · EIN 34-1631968 7710 RICE RD · AMHERST, OH 44001 | Accounting | $5,975 |
IBEW-NECA SERVICE CENTER3+ years Filed as: IBEW LOCAL 129 BENEFIT FUNDS Service code 14 · EIN 34-1841503 2235 WEST PARK DRIVE B · LORAIN, OH 44053 | Plan Administrator | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INC CO Service code 72 | Other investment fees and expenses | $0 |
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 | $104,822 | $81,537+28.6% | $149,721-30.0% | $69,631+50.5% |
| Participation rate | 98.2% | 86.1%+12.1pp | 87.1%+11.1pp | 70.7%+27.5pp |
| Annual return | 17.44% | 22.79%-5.4pp | 1501.67%-1484.2pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $3,716 | $3,239+14.7% | $5,444-31.7% | $2,032+82.9% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $122 | $107+14.1% | $11,282-98.9% | $110+10.4% |