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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $15,942 |
THE RETIREMENT ADVANTAGE INC3+ years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 · EIN 39-1816008 | Contract Administrator | $1,676 |
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 | $27,704 | $64,909-57.3% | $82,312-66.3% | $62,293-55.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.52% | 21.18%+3.3pp | 25.88%-1.4pp | 28.90%-4.4pp |
| Employer contribution / active EE | $969 | $1,676-42.2% | $2,428-60.1% | $2,042-52.5% |
| Participant deferral / active EE | $1,674 | $3,103-46.0% | $3,706-54.8% | $3,169-47.2% |
| Admin fee / account holder | $104 | $440-76.3% | $5,608-98.1% | $479-78.3% |