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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 13 · EIN 04-1590850 | Contract Administrator | $84,042 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $19,900 |
WINTRUST INVESTMENTS LLC3 years Filed as: WINTRUST INVESTMENTS, LLC Service code 28 · EIN 36-1245570 | Investment Management | $13,063 |
BKD, LLP1 year Filed as: BKD,LLP Service code 10 | Accounting | $9,638 |
BKD, LLP1 year Service code 10 · EIN 04-0160260 | Accounting | $3,432 |
BLACKROCK5 years Service code 28 · EIN 04-6171663 | Investment Management | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
IVY FUNDS5 years Service code 28 · EIN 04-6006759 | Investment Management | $0 |
JANUS HENDERSON5 years Service code 28 · EIN 84-0592523 | Investment Management | $0 |
Filed as: JOHN HANCOCK Service code 28 · EIN 04-3279774 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,737 | $58,290-18.1% | $98,442-51.5% | $86,799-45.0% |
| Participation rate | 95.3% | 68.3%+27.0pp | 73.3%+22.0pp | 72.3%+23.0pp |
| Annual return | 11.13% | 43.48%-32.4pp | 1492.73%-1481.6pp | 97.91%-86.8pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,960-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $3,152-100.0% | $4,276-100.0% | $4,131-100.0% |
| Admin fee / account holder | $112 | $138-18.8% | $5,949-98.1% | $170-34.0% |