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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
BAIRD FUNDS2+ years Filed as: ROBERT W BAIRD & CO INC. Service code 26 · EIN 39-6037917 | Advisory (Participants) | $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 | $48,730 | $57,976-15.9% | $63,005-22.7% | $62,293-21.8% |
| Participation rate | 99.2% | 75.9%+23.3pp | 74.8%+24.4pp | 69.5%+29.7pp |
| Annual return | 13.59% | 17.54%-3.9pp | 87.59%-74.0pp | 28.90%-15.3pp |
| Employer contribution / active EE | $2,443 | $2,415+1.2% | $2,760-11.5% | $2,042+19.6% |
| Participant deferral / active EE | $3,327 | $2,956+12.6% | $3,329-0.1% | $3,169+5.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,599-100.0% | $479-100.0% |