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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $60,203 |
ZENITH AMERICAN SOLUTIONS5 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $50,220 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $13,200 |
NOVAK FRANCELLA LLC5 years Service code 10 · EIN 61-1436956 | Accounting | $12,403 |
THE SEGAL COMPANY5 years Filed as: SEGAL ROITMAN, LLP Service code 29 · EIN 04-2489114 | Legal | $12,359 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,607 | $106,236+39.9% | $112,228+32.4% | $64,808+129.3% |
| Participation rate | 69.1% | 71.7%-2.6pp | 75.1%-6.0pp | 71.5%-2.4pp |
| Annual return | -13.38% | -6.02%-7.4pp | 27.45%-40.8pp | 32.82%-46.2pp |
| Employer contribution / active EE | $3,052 | $3,166-3.6% | $3,635-16.0% | $2,506+21.8% |
| Participant deferral / active EE | $168 | $3,785-95.6% | $4,728-96.4% | $4,310-96.1% |
| Admin fee / account holder | $281 | $452-37.7% | $6,410-95.6% | $188+49.7% |