| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $178,763 |
THE SEGAL COMPANY6+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $96,750 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARISI, LLC Service code 29 105 DAVENTRY LANE STE 200 · LOUISVILLE, KY 40223 | Legal | $52,196 |
THE SEGAL COMPANY6+ years Service code 16 · EIN 13-1975125 | Consulting | $44,504 |
MCM CPAS & ADVISORS LLP4 years Service code 10 · EIN 27-1235638 | Accounting | $36,645 |
ISSI6+ years Service code 16 · EIN 23-2182079 | Consulting | $7,720 |
AMERICAN FUNDS3 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COHEN & STEERS2 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,855 | $81,719+69.9% | $101,275+37.1% | $90,274+53.8% |
| Participation rate | 96.5% | 80.7%+15.8pp | 75.8%+20.7pp | 73.4%+23.2pp |
| Annual return | 13.76% | 337.64%-323.9pp | 46.46%-32.7pp | 53.97%-40.2pp |
| Employer contribution / active EE | $5,261 | $3,622+45.2% | $3,660+43.7% | $2,523+108.5% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $200 | $162+23.7% | $5,948-96.6% | $114+75.6% |