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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,191 |
TBS AGENCY INC2 years Service code 53 · EIN 52-1473914 | Insurance Commissions | $4,247 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS Service code 13 · EIN 06-1504963 | Contract Administrator | $1,881 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC Service code 13 | Contract Administrator | $111 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,698 | $44,873-62.8% | $79,467-79.0% | $56,289-70.3% |
| Participation rate | 44.6% | 68.7%-24.1pp | 73.3%-28.7pp | 69.9%-25.2pp |
| Annual return | 9.47% | 0.81%+8.7pp | 718.30%-708.8pp | -9.96%+19.4pp |
| Employer contribution / active EE | $670 | $2,140-68.7% | $2,800-76.1% | $2,111-68.3% |
| Participant deferral / active EE | $594 | $2,746-78.4% | $3,704-84.0% | $3,350-82.3% |
| Admin fee / account holder | $68 | $418-83.8% | $5,104-98.7% | $521-87.0% |