Filed May 21, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES, INC. Service code 53 · EIN 04-2746212 | Insurance Commissions | $8,149 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,018 |
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS Service code 13 · EIN 06-1504963 | Contract Administrator | $2,574 |
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 | $21,392 | $46,100-53.6% | $86,582-75.3% | $69,631-69.3% |
| Participation rate | 43.8% | 67.2%-23.4pp | 73.5%-29.7pp | 70.7%-26.9pp |
| Annual return | 20.00% | 21.02%-1.0pp | 965.08%-945.1pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $657 | $1,850-64.5% | $2,839-76.9% | $2,032-67.7% |
| Participant deferral / active EE | $1,439 | $2,432-40.8% | $3,609-60.1% | $3,224-55.4% |
| Admin fee / account holder | $20 | $94-78.8% | $4,904-99.6% | $110-82.0% |