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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $18,131 |
T R PAUL INC.2+ years Service code 13 · EIN 06-0906361 | Contract Administrator | $16,310 |
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES INC. Service code 53 · EIN 74-2470431 | Insurance Commissions | $11,221 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 53 · EIN 74-2794194 | Insurance Commissions | $3,848 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,777 | $46,732-19.2% | $156,549-75.9% | $55,167-31.5% |
| Participation rate | 87.4% | 65.8%+21.7pp | 84.0%+3.4pp | 69.0%+18.5pp |
| Annual return | 6.45% | 17.72%-11.3pp | 32.23%-25.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,112 | $2,204-4.2% | $4,871-56.6% | $3,054-30.8% |
| Admin fee / account holder | $82 | $418-80.5% | $13,027-99.4% | $504-83.8% |