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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $13,887 |
ALLIANZ GLOBAL INVESTORS2 years Service code 52 · EIN 33-0457728 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISORS Service code 52 · EIN 04-3335387 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
NUVEEN2 years Service code 52 · EIN 39-1901483 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Filed as: OPPENHIMER Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
RBC WEALTH MANAGEMENT4+ years Filed as: RBC CAPITAL MARKETS CORPORATION Service code 53 · EIN 41-1416330 | Insurance Commissions | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE Service code 52 · EIN 52-1560327 | Indirect Investment Fees | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,220 | $58,577-26.2% | $83,333-48.1% | $64,186-32.7% |
| Participation rate | 95.9% | 72.0%+23.9pp | 77.8%+18.2pp | 69.6%+26.4pp |
| Annual return | -1.79% | 9.65%-11.4pp | 10.63%-12.4pp | 7.63%-9.4pp |
| Employer contribution / active EE | $982 | $2,098-53.2% | $3,379-70.9% | $2,381-58.8% |
| Participant deferral / active EE | $3,157 | $4,654-32.2% | $5,565-43.3% | $3,470-9.0% |
| Admin fee / account holder | $93 | $9,275-99.0% | $7,510-98.8% | $4,888-98.1% |