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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $17,817 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $8,732 |
COMPASS 360, LLC1 year Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 13 · EIN 20-4795685 | Contract Administrator | $825 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,150 | $99,957-77.8% | $149,730-85.2% | $73,493-69.9% |
| Participation rate | 87.6% | 75.7%+11.9pp | 82.5%+5.1pp | 70.7%+16.9pp |
| Annual return | 8.40% | 53.87%-45.5pp | 276.70%-268.3pp | 28.51%-20.1pp |
| Employer contribution / active EE | $717 | $3,191-77.5% | $4,645-84.6% | $2,270-68.4% |
| Participant deferral / active EE | $1,404 | $6,073-76.9% | $6,843-79.5% | $3,740-62.5% |
| Admin fee / account holder | $117 | $551-78.8% | $9,310-98.7% | $513-77.3% |