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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHESETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $36,777 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $36 |
MILLENIUM TRUST COMPANY1 year Filed as: MILENNIUM TRUST COMPANY, LLC Service code 49 · EIN 36-4400066 | Other Services | $32 |
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 | $51,622 | $89,652-42.4% | $141,191-63.4% | $65,185-20.8% |
| Participation rate | 78.0% | 74.7%+3.3pp | 82.5%-4.5pp | 70.2%+7.8pp |
| Annual return | 21.95% | 32.79%-10.8pp | 71.41%-49.5pp | 29.38%-7.4pp |
| Employer contribution / active EE | $2,022 | $3,065-34.0% | $4,736-57.3% | $2,177-7.1% |
| Participant deferral / active EE | $3,716 | $5,691-34.7% | $6,710-44.6% | $3,514+5.7% |
| Admin fee / account holder | $279 | $569-51.0% | $10,264-97.3% | $847-67.1% |