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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $22,483 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLAN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,197 |
Filed as: RETIREMENT PLANNERS & ADMINSTRATORS Service code 17 · EIN 62-1038805 | Pension Consulting | $7,135 |
Service code 50 · EIN 41-0973005 | Direct Payment | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
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 | $63,598 | $70,002-9.1% | $115,038-44.7% | $52,331+21.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 1.57% | 4.04%-2.5pp | 26.14%-24.6pp | 4.54%-3.0pp |
| Employer contribution / active EE | $5,713 | $2,715+110.4% | $4,608+24.0% | $1,882+203.6% |
| Participant deferral / active EE | $3,957 | $4,920-19.6% | $6,026-34.3% | $3,022+30.9% |
| Admin fee / account holder | $90 | $566-84.1% | $8,175-98.9% | $592-84.8% |