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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $12,242 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,531 |
Filed as: MASS MUTUAL Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $1,300 |
BERTRAD HUDNALL1 year Service code 53 40 CALHOUN ST STE 310 · CHARLESTON, SC 29401 | Insurance Commissions | $0 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,790 | $72,607-12.1% | $90,749-29.7% | $66,914-4.7% |
| Participation rate | 54.4% | 73.7%-19.3pp | 75.7%-21.3pp | 69.8%-15.4pp |
| Annual return | -13.41% | -12.28%-1.1pp | -12.16%-1.2pp | 1.58%-15.0pp |
| Employer contribution / active EE | $305 | $2,369-87.1% | $2,921-89.5% | $2,544-88.0% |
| Participant deferral / active EE | $2,194 | $3,977-44.8% | $4,564-51.9% | $4,237-48.2% |
| Admin fee / account holder | $82 | $707-88.5% | $8,445-99.0% | $593-86.2% |