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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $193,626 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $44,687 |
ALGER1 year Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 41-1458705 | Indirect Investment Fees | $0 |
Filed as: FIDELITY Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 | Indirect Investment Fees | $0 |
GOLDMAN SACHS4 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
IVY FUNDS4 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,891 | $110,699-82.0% | $177,821-88.8% | $90,288-78.0% |
| Participation rate | 90.3% | 88.3%+2.0pp | 87.7%+2.6pp | 73.4%+17.0pp |
| Annual return | 11.91% | 22.79%-10.9pp | 48.32%-36.4pp | 53.97%-42.1pp |
| Employer contribution / active EE | $557 | $4,118-86.5% | $5,918-90.6% | $2,524-77.9% |
| Participant deferral / active EE | $2,454 | $6,731-63.5% | $7,714-68.2% | $4,232-42.0% |
| Admin fee / account holder | $86 | $90-5.0% | $12,427-99.3% | $114-25.0% |