Filed January 27, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $23,819 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,555 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $4,351 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,102 | $60,989+3.5% | $60,919+3.6% | $66,949-5.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -15.60% | -9.60%-6.0pp | 16.96%-32.6pp | 1.57%-17.2pp |
| Employer contribution / active EE | $1,944 | $2,661-26.9% | $2,704-28.1% | $2,545-23.6% |
| Participant deferral / active EE | $5,571 | $3,615+54.1% | $3,814+46.0% | $4,239+31.4% |
| Admin fee / account holder | $134 | $338-60.4% | $3,228-95.9% | $594-77.4% |