Filed March 21, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $33,525 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Filed as: METROPOLITAN WEST ASSET MGMT Service code 52 · EIN 95-4625304 | Indirect Investment Fees | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR ASSOCIATES, INC. Service code 49 · EIN 36-4317381 | Other Services | $0 |
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 | $97,945 | $57,976+68.9% | $63,018+55.4% | $62,293+57.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 33.10% | 17.54%+15.6pp | 87.62%-54.5pp | 28.90%+4.2pp |
| Employer contribution / active EE | $3,673 | $2,415+52.1% | $2,761+33.0% | $2,042+79.9% |
| Participant deferral / active EE | $3,650 | $2,956+23.5% | $3,330+9.6% | $3,169+15.2% |
| Admin fee / account holder | $92 | $276-66.6% | $3,601-97.4% | $479-80.8% |