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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 33 · EIN 04-1590850 | Investment management fees paid direc... | $16,426 |
FIDUCIENT ADVISORS LLC1 year Service code 33 · EIN 36-4001764 | Securities brokerage; Investment mana... | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,369 | $72,639-36.2% | $90,766-48.9% | $66,949-30.7% |
| Participation rate | 68.8% | 73.7%-4.8pp | 75.7%-6.9pp | 69.8%-1.0pp |
| Annual return | -13.27% | -12.28%-1.0pp | -12.16%-1.1pp | 1.57%-14.8pp |
| Employer contribution / active EE | $5,046 | $2,369+113.0% | $2,922+72.7% | $2,545+98.2% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $260 | $708-63.2% | $8,446-96.9% | $594-56.2% |