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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 | Contract Administrator | $13,692 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,615 |
ENCAP INVESTMENTS LP1+ years Filed as: KW CHAMBERS & COMPANY Service code 53 · EIN 43-0785292 | Insurance Commissions | $0 |
PENSION AND RETIREMENT SERVICES1+ years Service code 13 · EIN 43-1874623 | Contract Administrator | $0 |
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 | $79,079 | $54,320+45.6% | $67,652+16.9% | $52,331+51.1% |
| Participation rate | 93.1% | 73.6%+19.5pp | 75.7%+17.4pp | 68.1%+25.0pp |
| Annual return | -1.07% | 6.81%-7.9pp | 6625.40%-6626.5pp | 4.54%-5.6pp |
| Employer contribution / active EE | $2,336 | $1,544+51.3% | $2,266+3.1% | $1,882+24.1% |
| Participant deferral / active EE | $3,630 | $2,950+23.0% | $3,560+2.0% | $3,022+20.1% |
| Admin fee / account holder | $34 | $527-93.5% | $4,821-99.3% | $592-94.2% |