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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INS COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $26,474 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $11,852 |
Filed as: BEACON BENEFITS Service code 13 | Contract Administrator | $3,713 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: BEACON BENEFITS, INC Service code 14 | Plan Administrator | $0 |
BEACON POINTE ADVISORS LLC7+ years Filed as: BEACON BENEFITS, INC. Service code 13 · EIN 04-3103297 5 CHERRY HILL DRIVE · DANVERS, MA 01915 | Contract Administrator | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3335387 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON5 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,552 | $65,083-54.6% | $143,788-79.4% | $66,930-55.8% |
| Participation rate | 65.9% | 65.2%+0.7pp | 80.3%-14.4pp | 69.8%-3.9pp |
| Annual return | -10.15% | -11.13%+1.0pp | -0.03%-10.1pp | 1.57%-11.7pp |
| Employer contribution / active EE | $662 | $2,361-72.0% | $4,952-86.6% | $2,545-74.0% |
| Participant deferral / active EE | $625 | $2,920-78.6% | $5,638-88.9% | $4,238-85.3% |
| Admin fee / account holder | $203 | $502-59.6% | $14,675-98.6% | $593-65.8% |