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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $41,964 |
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 | $134,321 | $111,608+20.4% | $177,848-24.5% | $73,412+83.0% |
| Participation rate | 97.9% | 87.9%+10.1pp | 87.7%+10.2pp | 72.2%+25.7pp |
| Annual return | 19.01% | 18.23%+0.8pp | 48.33%-29.3pp | 59.30%-40.3pp |
| Employer contribution / active EE | $3,441 | $3,796-9.3% | $5,919-41.9% | $2,234+54.1% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $121 | $166-26.7% | $12,431-99.0% | $158-23.2% |