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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $35,392 |
PETER E. SMITH1+ years Service code 16 · EIN 03-1369707 | Consulting | $15,797 |
STRATEGIC PENSION SERVICES, LLC1+ years Service code 13 · EIN 14-1836262 | Contract Administrator | $12,271 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,799 | $48,364-65.3% | $71,796-76.6% | $62,881-73.3% |
| Participation rate | 80.0% | 60.6%+19.4pp | 69.1%+10.9pp | 69.3%+10.7pp |
| Annual return | -2.46% | 13.16%-15.6pp | 78.04%-80.5pp | 20.14%-22.6pp |
| Employer contribution / active EE | $2,941 | $1,042+182.3% | $1,924+52.8% | $2,281+28.9% |
| Participant deferral / active EE | $1,513 | $2,091-27.7% | $2,794-45.9% | $3,203-52.8% |
| Admin fee / account holder | $174 | $3,771-95.4% | $4,815-96.4% | $4,296-95.9% |