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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $42,384 |
Filed as: IBEW LOCAL 129 FRINGE BENEFIT FUNDS Service code 14 · EIN 34-1841503 2235 WEST PARK DRIVE B · LORAIN, OH 44053 | Plan Administrator | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,678 | $80,005+24.6% | $140,019-28.8% | $55,725+78.9% |
| Participation rate | 98.5% | 87.0%+11.5pp | 87.5%+11.0pp | 70.9%+27.6pp |
| Annual return | -5.06% | 0.46%-5.5pp | 651.17%-656.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $3,471 | $3,403+2.0% | $5,605-38.1% | $2,078+67.0% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $127 | $116+9.4% | $10,705-98.8% | $115+9.8% |