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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,691 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS Service code 13 · EIN 06-1504963 | Contract Administrator | $0 |
Filed as: WOODBURY FINANCIAL SERVICES, INC Service code 53 · EIN 41-0944586 | Insurance Commissions | $0 |
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.
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 | $50,594 | $51,466-1.7% | $78,778-35.8% | $62,293-18.8% |
| Participation rate | 30.5% | 59.8%-29.3pp | 69.2%-38.7pp | 69.5%-39.0pp |
| Annual return | 14.86% | 19.96%-5.1pp | 35.62%-20.8pp | 28.90%-14.0pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $485 | $2,147-77.4% | $2,958-83.6% | $3,169-84.7% |
| Admin fee / account holder | $114 | $489-76.7% | $5,134-97.8% | $479-76.3% |