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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $2,426 |
COMPASS 360, LLC1 year Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 13 · EIN 20-4795685 | Contract Administrator | $0 |
Service code 27 · EIN 04-2541452 | Advisory (Plan) | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $121,244 | $66,302+82.9% | $110,243+10.0% | $56,289+115.4% |
| Participation rate | 99.2% | 74.9%+24.3pp | 79.8%+19.4pp | 69.9%+29.3pp |
| Annual return | -4.21% | -1.18%-3.0pp | 314.76%-319.0pp | -9.96%+5.7pp |
| Employer contribution / active EE | $2,182 | $2,047+6.6% | $3,827-43.0% | $2,111+3.4% |
| Participant deferral / active EE | $4,556 | $3,381+34.7% | $4,672-2.5% | $3,350+36.0% |
| Admin fee / account holder | $18 | $698-97.4% | $8,548-99.8% | $521-96.6% |