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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC5+ years Service code 53 · EIN 74-2794194 | Insurance Commissions | $29,553 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 49 · EIN 04-1590850 | Other Services | $17,842 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $10,053 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2651520 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
INVESCO3 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
IVY FUNDS3 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 | Other Services | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,491 | $52,293-13.0% | $178,499-74.5% | $73,412-38.0% |
| Participation rate | 46.7% | 65.3%-18.7pp | 81.9%-35.3pp | 72.2%-25.5pp |
| Annual return | 3.65% | 34.75%-31.1pp | 151.10%-147.5pp | 59.30%-55.6pp |
| Employer contribution / active EE | $678 | $1,735-60.9% | $5,011-86.5% | $2,234-69.6% |
| Participant deferral / active EE | $1,741 | $2,332-25.3% | $5,202-66.5% | $3,806-54.2% |
| Admin fee / account holder | $58 | $127-54.7% | $13,986-99.6% | $158-63.4% |