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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $307,611 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $181,105 |
VERUS1+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $59,564 |
HILL, FARRER & BURRILL LLP1+ years Service code 29 · EIN 95-2153880 | Legal | $44,639 |
Filed as: WOHLNER KAPLON PHILLIPS ET AL Service code 29 · EIN 95-2699554 | Legal | $19,808 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $17,139 |
SEYFARTH SHAW LLP1+ years Service code 29 · EIN 36-2152202 | Legal | $7,872 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $706 |
Filed as: MASSMUTUAL Service code 15 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,830 | $55,516-62.5% | $75,784-72.5% | $59,188-64.8% |
| Participation rate | 94.4% | 73.6%+20.8pp | 75.8%+18.6pp | 69.4%+25.0pp |
| Annual return | -0.23% | -1.89%+1.7pp | 9.68%-9.9pp | 5.51%-5.7pp |
| Employer contribution / active EE | $1,169 | $2,604-55.1% | $3,323-64.8% | $2,098-44.3% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $128 | $110+16.0% | $5,300-97.6% | $92+38.4% |