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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $25,652 |
Filed as: MML INVESTORS SERVICES INC. Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
PENSERV PLAN SERVICES, INC.2 years Filed as: PENSERV, INC. Service code 13 · EIN 20-2872050 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,138 | $55,002-61.6% | $59,899-64.7% | $56,289-62.4% |
| Participation rate | 55.6% | 75.9%-20.3pp | 74.7%-19.1pp | 69.9%-14.2pp |
| Annual return | -6.69% | 1.13%-7.8pp | 3.46%-10.2pp | -9.96%+3.3pp |
| Employer contribution / active EE | $552 | $2,448-77.5% | $2,723-79.7% | $2,111-73.9% |
| Participant deferral / active EE | $1,005 | $3,121-67.8% | $3,402-70.5% | $3,350-70.0% |
| Admin fee / account holder | $204 | $236-13.4% | $3,592-94.3% | $521-60.8% |