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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUL LIFE INSURANCE Service code 99 · EIN 04-1590850 | Other Fees | $0 |
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $0 |
ASCENSUS LLC2 years Filed as: THE HILB GROUP OF NEW ENGLAND, LLC Service code 49 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,594 | $64,176+27.1% | $112,263-27.3% | $66,949+21.9% |
| Participation rate | 42.7% | 68.4%-25.7pp | 75.1%-32.3pp | 69.8%-27.1pp |
| Annual return | -16.76% | -13.80%-3.0pp | 27.49%-44.2pp | 1.57%-18.3pp |
| Employer contribution / active EE | $1,700 | $3,007-43.5% | $3,636-53.3% | $2,545-33.2% |
| Participant deferral / active EE | $3,429 | $3,694-7.2% | $4,729-27.5% | $4,239-19.1% |
| Admin fee / account holder | $47 | $626-92.6% | $6,410-99.3% | $594-92.2% |