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| Provider | Service type | Compensation |
|---|---|---|
CES INS AGENCY INC2+ years Service code 53 | Insurance Commissions | $26,576 |
Filed as: MASS MUTUAL LIFE INURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $13,788 |
NORTON ROSE FULBRIGHT1 year Filed as: NORTON FINANCIAL SERVICES, INC Service code 13 | Contract Administrator | $4,057 |
CES INS AGENCY INC2+ years Filed as: CES INS AGENCY Service code 53 · EIN 04-2865307 | Insurance Commissions | $0 |
Filed as: MASSACHUSETTS MUTAL LIFE INS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
NORTON ROSE FULBRIGHT2+ years Filed as: NORTON FINANCIAL SERVICES Service code 13 · EIN 01-0432800 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,967 | $23,385+83.7% | $69,182-37.9% | $57,658-25.5% |
| Participation rate | 58.4% | 37.9%+20.5pp | 55.1%+3.3pp | 70.2%-11.8pp |
| Annual return | 7.61% | -659.34%+666.9pp | -21.93%+29.5pp | 5.13%+2.5pp |
| Employer contribution / active EE | $984 | $422+133.0% | $1,206-18.4% | $1,974-50.1% |
| Participant deferral / active EE | $1,888 | $843+123.9% | $1,897-0.5% | $3,061-38.3% |
| Admin fee / account holder | $67 | $82-18.9% | $2,697-97.5% | $95-29.5% |