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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 50 · EIN 04-1590850 | Direct Payment | $212,309 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $91,075 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $6,551 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,841 | $94,339-66.2% | $75,501-57.8% | $177,276-82.0% |
| Participation rate | 99.5% | 80.3%+19.2pp | 72.4%+27.2pp | 74.8%+24.7pp |
| Annual return | 12.35% | 18.58%-6.2pp | 27.35%-15.0pp | 21.25%-8.9pp |
| Employer contribution / active EE | $1,630 | $2,982-45.4% | $2,352-30.7% | $2,479-34.3% |
| Participant deferral / active EE | $1,469 | $3,974-63.0% | $3,142-53.2% | $3,881-62.1% |
| Admin fee / account holder | $49 | $53-7.6% | $5,801-99.2% | $154-68.3% |