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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $36,682 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 52 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Indirect Investment Fees | $6,707 |
Service code 55 5707 SOUTHWEST PKWY · FARMINGTON, CT 78735 | Other Commissions | $2,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,232 | $47,766+1.0% | $82,706-41.7% | $64,814-25.6% |
| Participation rate | 38.9% | 67.7%-28.8pp | 72.6%-33.6pp | 71.5%-32.6pp |
| Annual return | -15.53% | -13.06%-2.5pp | 701.76%-717.3pp | 32.84%-48.4pp |
| Employer contribution / active EE | $1,216 | $2,182-44.3% | $3,007-59.6% | $2,507-51.5% |
| Participant deferral / active EE | $1,334 | $3,332-60.0% | $4,394-69.6% | $4,310-69.0% |
| Admin fee / account holder | $219 | $143+53.0% | $5,329-95.9% | $188+16.4% |