Filed March 21, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $71,035 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,851 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $11,136 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $4,153 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 38 · EIN 04-1590850 | Participant Communication | $636 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,148 | $79,151-15.2% | $60,919+10.2% | $64,824+3.6% |
| Participation rate | 87.1% | 77.7%+9.4pp | 73.1%+14.0pp | 71.5%+15.6pp |
| Annual return | -14.22% | -7.12%-7.1pp | 16.96%-31.2pp | 32.84%-47.1pp |
| Employer contribution / active EE | $3,937 | $3,052+29.0% | $2,704+45.6% | $2,507+57.0% |
| Participant deferral / active EE | $3,834 | $3,727+2.9% | $3,814+0.5% | $4,311-11.1% |
| Admin fee / account holder | $288 | $106+172.5% | $3,228-91.1% | $188+53.3% |