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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,241 |
ASCENSUS LLC3 years Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $254 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1567889 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1426645 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
EATON VANCE3 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-1308320 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,256 | $91,198-89.9% | $178,503-94.8% | $79,856-88.4% |
| Participation rate | 98.5% | 69.2%+29.2pp | 81.9%+16.5pp | 69.6%+28.8pp |
| Annual return | 12.42% | 24.20%-11.8pp | 151.12%-138.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $843 | $3,257-74.1% | $5,011-83.2% | $2,471-65.9% |
| Participant deferral / active EE | $729 | $3,237-77.5% | $5,202-86.0% | $3,741-80.5% |
| Admin fee / account holder | $39 | $6,748-99.4% | $13,987-99.7% | $5,306-99.3% |