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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,942 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN FIDUCIARY CORPORATION Service code 13 · EIN 04-2484178 | Contract Administrator | $4,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,627 | $79,124-65.1% | $60,899-54.6% | $64,814-57.4% |
| Participation rate | 63.3% | 77.7%-14.4pp | 73.1%-9.8pp | 71.5%-8.1pp |
| Annual return | -12.77% | -7.13%-5.6pp | 16.92%-29.7pp | 32.84%-45.6pp |
| Employer contribution / active EE | $518 | $3,050-83.0% | $2,702-80.8% | $2,507-79.3% |
| Participant deferral / active EE | $2,243 | $3,725-39.8% | $3,817-41.2% | $4,310-48.0% |
| Admin fee / account holder | $29 | $106-72.5% | $3,225-99.1% | $188-84.5% |