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| Provider | Service type | Compensation |
|---|---|---|
ACP INVESTMENTS LLC3 years Service code 53 · EIN 20-4506741 | Insurance Commissions | $47,421 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $13,794 |
Service code 50 · EIN 22-3076875 | Direct Payment | $8,277 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 49 · EIN 04-1590850 | Other Services | $2,463 |
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 | $82,647 | $84,948-2.7% | $70,476+17.3% | $73,412+12.6% |
| Participation rate | 50.7% | 79.9%-29.3pp | 75.1%-24.4pp | 72.2%-21.5pp |
| Annual return | 5.97% | 13.39%-7.4pp | 109.12%-103.1pp | 59.30%-53.3pp |
| Employer contribution / active EE | $1,507 | $2,834-46.8% | $2,738-45.0% | $2,234-32.5% |
| Participant deferral / active EE | $2,451 | $3,387-27.7% | $3,710-33.9% | $3,806-35.6% |
| Admin fee / account holder | $70 | $98-29.2% | $3,847-98.2% | $158-56.0% |