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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA-CREF Service code 18 · EIN 13-1624203 | Custodial (securities); Investment ma... | $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 | $83,575-32.4% | $66,439-15.0% | $65,191-13.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 63.0%+37.0pp |
| Annual return | 11.03% | 12.38%-1.4pp | 757.66%-746.6pp | 51.24%-40.2pp |
| Employer contribution / active EE | $1,220 | $2,903-58.0% | $2,637-53.7% | $2,400-49.1% |
| Participant deferral / active EE | $2,293 | $3,365-31.9% | $3,876-40.8% | $2,671-14.2% |
| Admin fee / account holder | $109 | $234-53.3% | $6,173-98.2% | $907-87.9% |