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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,001 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $1,033 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1567889 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1426645 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Participant contribution per participant 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,104 | $76,000-89.3% | $154,107-94.7% | $64,186-87.4% |
| Participation rate | 95.2% | 70.4%+24.8pp | 83.0%+12.2pp | 69.6%+25.7pp |
| Annual return | -1.49% | 30.32%-31.8pp | 735.12%-736.6pp | 7.63%-9.1pp |
| Employer contribution / active EE | $849 | $3,351-74.7% | $5,298-84.0% | $2,381-64.3% |
| Participant deferral / active EE | $704 | $3,175-77.8% | $5,081-86.1% | $3,470-79.7% |
| Admin fee / account holder | $10 | $5,596-99.8% | $13,411-99.9% | $4,888-99.8% |