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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5+ years Service code 16 · EIN 13-2646110 | Consulting | $86,732 |
Filed as: MASSACHUSETTS MUTAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $76,232 |
TIC INTERNATIONAL CORPORATION5+ years Service code 13 6525 CENTURION DRIVE · LANSING, MI 489179275 | Contract Administrator | $38,614 |
SALES, TILLMAN, WALLBAUM5+ years Service code 29 · EIN 61-1358524 | Legal | $33,899 |
CARR, RIGGS & INGRAM, LLC2 years Service code 10 · EIN 72-1396621 | Accounting | $20,310 |
ALLIANZ GLOBAL INVESTORS3 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 52-1842569 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,923 | $81,719-5.9% | $101,275-24.0% | $90,274-14.8% |
| Participation rate | 84.4% | 80.7%+3.7pp | 75.8%+8.6pp | 73.4%+11.1pp |
| Annual return | -3.64% | 337.64%-341.3pp | 46.48%-50.1pp | 53.97%-57.6pp |
| Employer contribution / active EE | $3,489 | $3,622-3.7% | $3,660-4.7% | $2,523+38.3% |
| Participant deferral / active EE | $40 | $3,310-98.8% | $4,371-99.1% | $4,231-99.1% |
| Admin fee / account holder | $159 | $162-2.1% | $5,948-97.3% | $114+39.0% |