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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,008 |
Filed as: BERNARD ROBINSON & COMPANY LLP Service code 10 · EIN 56-0571159 | Accounting | $9,500 |
Service code 13 · EIN 33-0962367 | Contract Administrator | $2,228 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,351 | $78,428-39.6% | $95,960-50.7% | $79,852-40.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 6.03% | 19.37%-13.3pp | 91.63%-85.6pp | 31.72%-25.7pp |
| Employer contribution / active EE | $600 | $1,945-69.1% | $2,541-76.4% | $2,471-75.7% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $217 | $5,622-96.1% | $6,797-96.8% | $5,306-95.9% |