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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6+ years Service code 16 · EIN 13-2646110 | Consulting | $128,440 |
Filed as: MASSACHUSETTS MUTAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $71,817 |
TIC INTERNATIONAL CORPORATION6+ years Service code 13 6525 CENTURION DRIVE · LANSING, MI 489179275 | Contract Administrator | $38,614 |
SALES, TILLMAN, WALLBAUM6+ years Service code 29 · EIN 61-1358524 | Legal | $33,300 |
CARR, RIGGS & INGRAM, LLC3 years Service code 10 · EIN 72-1396621 | Accounting | $15,000 |
DAVID ROMANO1 year Filed as: DAVID GREENGARD Service code 56 | Non-monetary compensation | $51 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,301 | $88,770+9.6% | $109,173-10.9% | $93,010+4.6% |
| Participation rate | 84.9% | 81.5%+3.4pp | 75.9%+9.0pp | 73.9%+11.0pp |
| Annual return | 28.80% | 60.64%-31.8pp | 25.75%+3.0pp | 158.70%-129.9pp |
| Employer contribution / active EE | $3,379 | $3,780-10.6% | $3,723-9.2% | $2,705+24.9% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,654-100.0% | $4,561-100.0% |
| Admin fee / account holder | $165 | $172-4.4% | $6,755-97.6% | $152+8.6% |