Filed November 21, 2021
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| Provider | Service type | Compensation |
|---|---|---|
PASI, LLC8+ years Service code 13 · EIN 26-1407927 | Contract Administrator | $6,865 |
Filed as: MML INSURANCE AGENCY, LLC Service code 53 · EIN 04-1590850 330 WHITNEY AVE. SUITE 300 · HOLYOKE, MA 01040 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,761 | $61,356-59.6% | $149,696-83.5% | $71,511-65.4% |
| Participation rate | 57.8% | 62.5%-4.8pp | 78.8%-21.0pp | 67.9%-10.2pp |
| Annual return | 8.54% | 35.86%-27.3pp | 134.46%-125.9pp | 28.86%-20.3pp |
| Employer contribution / active EE | $878 | $2,382-63.1% | $4,821-81.8% | $2,589-66.1% |
| Participant deferral / active EE | $1,510 | $2,920-48.3% | $5,682-73.4% | $4,291-64.8% |
| Admin fee / account holder | $26 | $1,263-97.9% | $13,212-99.8% | $1,588-98.4% |