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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,026 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $8,487 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $25,524 | $46,732-45.4% | $156,551-83.7% | $55,167-53.7% |
| Participation rate | 62.6% | 65.8%-3.2pp | 84.0%-21.4pp | 69.0%-6.4pp |
| Annual return | -1.00% | 17.72%-18.7pp | 32.23%-33.2pp | 169.23%-170.2pp |
| Employer contribution / active EE | $701 | $2,105-66.7% | $5,501-87.2% | $1,963-64.3% |
| Participant deferral / active EE | $2,124 | $2,204-3.6% | $4,871-56.4% | $3,054-30.5% |
| Admin fee / account holder | $115 | $418-72.6% | $13,028-99.1% | $504-77.2% |