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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,881 |
T R PAUL INC.2+ years Filed as: TR PAUL INC Service code 27 · EIN 06-0906361 | Advisory (Plan) | $1,350 |
Service code 27 · EIN 95-3845382 | Advisory (Plan) | $0 |
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 | $38,010 | $46,072-17.5% | $69,779-45.5% | $55,167-31.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 9.98% | 8.68%+1.3pp | 12.99%-3.0pp | 169.23%-159.2pp |
| Employer contribution / active EE | $1,999 | $1,500+33.2% | $2,338-14.5% | $1,963+1.8% |
| Participant deferral / active EE | $3,312 | $2,344+41.3% | $2,931+13.0% | $3,054+8.4% |
| Admin fee / account holder | $17 | $428-96.0% | $4,381-99.6% | $504-96.6% |