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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUTAL LIFE INSURANCE COMPANY Service code 37 · EIN 04-1590850 | Loan Processing | $1,198 |
Filed as: BADEN RETIREMENTMENT PLAN SERVICES Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
TIMBERLAND BRKAGE LTD1 year Service code 27 · EIN 11-2549333 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,458 | $51,466-58.3% | $78,778-72.8% | $62,293-65.6% |
| Participation rate | 36.1% | 59.8%-23.7pp | 69.2%-33.1pp | 69.5%-33.4pp |
| Annual return | 20.83% | 19.96%+0.9pp | 35.62%-14.8pp | 28.90%-8.1pp |
| Employer contribution / active EE | $291 | $827-64.8% | $1,986-85.3% | $2,042-85.7% |
| Participant deferral / active EE | $1,568 | $2,147-27.0% | $2,958-47.0% | $3,169-50.5% |
| Admin fee / account holder | $16 | $489-96.7% | $5,134-99.7% | $479-96.7% |