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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 | $66,501-12.1% | $81,482-28.2% | $77,692-24.7% |
| Participation rate | 36.2% | 68.7%-32.5pp | 69.5%-33.3pp | 70.6%-34.4pp |
| Annual return | 16.02% | 15.93%+0.1pp | 24.79%-8.8pp | 31.25%-15.2pp |
| Employer contribution / active EE | $1,008 | $2,158-53.3% | $2,463-59.1% | $2,726-63.0% |
| Participant deferral / active EE | $1,850 | $3,678-49.7% | $3,885-52.4% | $4,648-60.2% |
| Admin fee / account holder | $61 | $583-89.5% | $5,761-98.9% | $431-85.8% |