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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $417 |
PPS PENSION & FINANCIAL SERVICES3+ years Filed as: PPS PENSION SERVICES Service code 13 · EIN 16-1062503 | Contract Administrator | $204 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,939 | $78,423-78.4% | $95,964-82.3% | $79,856-78.8% |
| Participation rate | 10.8% | 73.5%-62.7pp | 77.1%-66.3pp | 69.6%-58.9pp |
| Annual return | -95.84% | 19.37%-115.2pp | 91.64%-187.5pp | 31.71%-127.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $138 | $3,440-96.0% | $4,167-96.7% | $3,741-96.3% |
| Admin fee / account holder | $42 | $5,622-99.3% | $6,797-99.4% | $5,306-99.2% |