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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 99 · EIN 04-1590850 | Other Fees | $26,254 |
Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02809 | Other Services | $5,352 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $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 | $58,479 | $66,457-12.0% | $81,438-28.2% | $77,671-24.7% |
| Participation rate | 36.2% | 68.7%-32.6pp | 69.5%-33.3pp | 70.6%-34.4pp |
| Annual return | 16.02% | 15.93%+0.1pp | 24.74%-8.7pp | 31.21%-15.2pp |
| Employer contribution / active EE | $1,008 | $2,159-53.3% | $2,460-59.0% | $2,726-63.0% |
| Participant deferral / active EE | $1,850 | $3,679-49.7% | $3,883-52.3% | $4,648-60.2% |
| Admin fee / account holder | $61 | $583-89.5% | $5,764-98.9% | $430-85.8% |