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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $258,489 |
Filed as: LAWRENCE C. MUSGROVE ASSOCIATES INC Service code 13 · EIN 54-0759756 | Contract Administrator | $119,752 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $48,000 |
O'DONOGHUE & O'DONOGHUE3 years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $17,848 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA Service code 10 7501 WISCONSIN AVE., 1200 WEST · BETHESDA, MD 20814 | Accounting | $15,078 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $13,000 |
AB FUNDS1 year Service code 28 · EIN 13-2625045 | Investment Management | $0 |
AMERICAN CENTURY3 years Service code 28 · EIN 43-1646043 | Investment Management | $0 |
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
FRANKLIN TEMPLETON3 years Service code 28 · EIN 22-2894171 | 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 | $28,064 | $81,719-65.7% | $101,275-72.3% | $90,274-68.9% |
| Participation rate | 89.9% | 80.7%+9.2pp | 75.8%+14.1pp | 73.4%+16.6pp |
| Annual return | 14.05% | 337.64%-323.6pp | 46.48%-32.4pp | 53.97%-39.9pp |
| Employer contribution / active EE | $3,612 | $3,622-0.3% | $3,660-1.3% | $2,523+43.1% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $130 | $162-19.8% | $5,948-97.8% | $114+13.8% |