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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $69,761 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $18,195 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $16,179 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2651520 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
INVESCO1 year Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,401 | $54,237-82.7% | $90,304-89.6% | $67,579-86.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 19.65% | 37.27%-17.6pp | 78.13%-58.5pp | 378.56%-358.9pp |
| Employer contribution / active EE | $824 | $1,846-55.4% | $2,855-71.1% | $2,148-61.6% |
| Participant deferral / active EE | $713 | $2,625-72.8% | $3,885-81.6% | $3,539-79.9% |
| Admin fee / account holder | $85 | $123-30.8% | $5,354-98.4% | $142-40.0% |