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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $36,037 |
PETER E. SMITH2+ years Service code 16 · EIN 03-1369707 | Consulting | $14,898 |
STRATEGIC PENSION SERVICES, LLC2+ years Service code 13 · EIN 14-1836262 | Contract Administrator | $11,018 |
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 | $0 | $54,541-100.0% | $78,778-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 60.8%-60.8pp | 69.2%-69.2pp | 69.5%-69.5pp |
| Annual return | 8.76% | 21.07%-12.3pp | 35.62%-26.9pp | 73.15%-64.4pp |
| Employer contribution / active EE | $1,420 | $1,089+30.5% | $1,986-28.5% | $2,343-39.4% |
| Participant deferral / active EE | $1,166 | $2,210-47.2% | $2,958-60.6% | $3,332-65.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |