Filed March 4, 2022
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID MGMT TRUST CO Service code 10 · EIN 04-2723880 | Accounting | $129,750 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS, LLC Service code 10 · EIN 47-5476782 | Accounting | $38,959 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,218-100.0% | $339,002-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 39.1%-39.1pp | 12.4%-12.4pp |
| Annual return | 7.54% | 7.73%-0.2pp | 12.78%-5.2pp | 9.89%-2.3pp |
| Employer contribution / active EE | $32,966 | $15,115+118.1% | $44,816-26.4% | $14,313+130.3% |
| Participant deferral / active EE | $0 | $300-100.0% | $33-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $3,821-100.0% | $2,002-100.0% | $9,084-100.0% |