| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $203,163 |
ASCENSUS LLC3 years Filed as: LEDBETTER PARISI, LLC Service code 29 105 DAVENTRY LANE, STE 200 · LOUISVILLE, KY 40223 | Legal | $61,986 |
THE SEGAL COMPANY7+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $46,750 |
MCM CPAS & ADVISORS LLP5 years Service code 10 · EIN 27-1235638 | Accounting | $40,738 |
THE SEGAL COMPANY7+ years Service code 16 · EIN 13-1975125 | Consulting | $25,539 |
ISSI7+ years Service code 16 · EIN 23-2182079 | Consulting | $11,895 |
AMERICAN FUNDS4 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COHEN & STEERS3 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
DODGE & COX2 years 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 | $152,680 | $88,770+72.0% | $109,191+39.8% | $93,010+64.2% |
| Participation rate | 94.7% | 81.5%+13.3pp | 75.9%+18.9pp | 73.9%+20.8pp |
| Annual return | 12.97% | 60.64%-47.7pp | 25.76%-12.8pp | 158.70%-145.7pp |
| Employer contribution / active EE | $5,862 | $3,780+55.1% | $3,723+57.4% | $2,705+116.7% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $200 | $172+16.4% | $6,756-97.0% | $152+32.2% |