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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $258,543 |
Filed as: LAWRENCE C. MUSGROVE ASSOCIATES INC Service code 13 · EIN 54-0759756 | Contract Administrator | $119,881 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $48,000 |
O'DONOGHUE & O'DONOGHUE2 years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $33,997 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $12,831 |
AMERICAN CENTURY2 years Service code 28 · EIN 43-1646043 | Investment Management | $0 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
FRANKLIN TEMPLETON2 years Service code 28 · EIN 22-2894171 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 28 · EIN 04-1358862 | Investment Management | $0 |
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 | $23,283 | $66,051-64.8% | $92,915-74.9% | $77,775-70.1% |
| Participation rate | 90.7% | 81.0%+9.7pp | 76.0%+14.7pp | 73.2%+17.5pp |
| Annual return | 20.72% | 20.69%0pp | 109.45%-88.7pp | 32.58%-11.9pp |
| Employer contribution / active EE | $3,445 | $3,426+0.6% | $3,653-5.7% | $2,504+37.6% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $126 | $148-15.0% | $5,796-97.8% | $100+25.6% |