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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $617,801 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $159,586 |
VERUS2+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $59,817 |
HILL, FARRER & BURRILL LLP2+ years Service code 29 · EIN 95-2153880 | Legal | $34,877 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $19,050 |
Filed as: WOHLNER KAPLON PHILLIPS ET AL Service code 29 · EIN 95-2699554 | Legal | $15,549 |
Filed as: MASSMUTUAL Service code 15 | Recordkeeping | $0 |
Filed as: MESIROW FINANCIAL INVT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,747 | $50,626-57.0% | $84,753-74.3% | $65,292-66.7% |
| Participation rate | 78.2% | 89.2%-11.0pp | 76.6%+1.6pp | 72.4%+5.8pp |
| Annual return | 5.85% | 5.34%+0.5pp | 22.78%-16.9pp | 11.84%-6.0pp |
| Employer contribution / active EE | $1,091 | $3,033-64.0% | $3,574-69.5% | $2,302-52.6% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,712-100.0% | $3,579-100.0% |
| Admin fee / account holder | $195 | $97+102.0% | $5,333-96.3% | $57+240.6% |