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| Provider | Service type | Compensation |
|---|---|---|
ACP INVESTMENTS LLC1 year Service code 53 · EIN 20-4506741 | Insurance Commissions | $31,357 |
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $12,727 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSUR CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,989 | $70,083+8.4% | $59,887+26.9% | $55,725+36.4% |
| Participation rate | 52.5% | 78.4%-25.9pp | 74.7%-22.2pp | 70.9%-18.3pp |
| Annual return | 11.05% | 3.13%+7.9pp | 3.46%+7.6pp | 244.93%-233.9pp |
| Employer contribution / active EE | $1,357 | $2,878-52.9% | $2,722-50.2% | $2,078-34.7% |
| Participant deferral / active EE | $2,148 | $3,079-30.2% | $3,402-36.9% | $3,356-36.0% |
| Admin fee / account holder | $8 | $70-88.4% | $3,591-99.8% | $115-92.9% |