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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA-CREF Service code 18 · EIN 13-1624203 | Investment management; Investment man... | $63,496 |
Filed as: MERRILL LYNCH PFS INCORPORATED Service code 27 · EIN 13-5674085 | Advisory (Plan) | $33,750 |
INVESCO6 years Filed as: INVESCO ADVISERS, INC. Service code 50 · EIN 58-1707262 | Direct Payment | $270 |
AMERICAN FUNDS10+ years Service code 50 P.O. BOX 6007 · INDIANAPOLIS, IN 462066007 | Direct Payment | $260 |
MASSACHUSETTS MUTUAL LIFE INS. CO.10+ years Filed as: MASSACHUSETTS FINANCIAL SVC. CO. Service code 50 · EIN 04-2747644 | Direct Payment | $75 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,506 | $86,795-34.9% | $67,681-16.5% | $64,728-12.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 73.7%+26.3pp | 57.9%+42.1pp |
| Annual return | 11.03% | 12.58%-1.6pp | 590.58%-579.6pp | 49.38%-38.4pp |
| Employer contribution / active EE | $1,220 | $2,837-57.0% | $2,678-54.4% | $2,243-45.6% |
| Participant deferral / active EE | $2,293 | $3,430-33.1% | $3,976-42.3% | $2,729-16.0% |
| Admin fee / account holder | $109 | $238-54.1% | $6,100-98.2% | $1,145-90.4% |