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| Provider | Service type | Compensation |
|---|---|---|
ACP INVESTMENTS LLC2 years Service code 53 · EIN 20-4506741 | Insurance Commissions | $33,590 |
Service code 50 · EIN 22-3076875 | Direct Payment | $23,972 |
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $21,520 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSUR CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,897 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $83,264 | $95,542-12.9% | $69,461+19.9% | $67,579+23.2% |
| Participation rate | 50.6% | 79.4%-28.8pp | 74.6%-24.0pp | 71.3%-20.7pp |
| Annual return | 5.35% | 17.67%-12.3pp | 28.97%-23.6pp | 378.56%-373.2pp |
| Employer contribution / active EE | $1,529 | $2,989-48.8% | $2,779-45.0% | $2,148-28.8% |
| Participant deferral / active EE | $2,504 | $3,263-23.2% | $3,536-29.2% | $3,539-29.2% |
| Admin fee / account holder | $115 | $90+28.5% | $3,840-97.0% | $142-18.9% |