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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $17,646 |
PETER E. SMITH1+ years Service code 16 · EIN 03-1369707 703 WEST HOUSATONIC STREET · PITTSFIELD, MA 01201 | Consulting | $10,373 |
STRATEGIC PENSION SERVICES, LLC1+ years Filed as: STRATEGIC PENSION SERVICES LLC Service code 13 · EIN 14-1836262 376 ALBANY SHAKER ROAD · ALBANY, NY 12211 | Contract Administrator | $3,704 |
STRATEGIC PENSION SERVICES, LLC1+ years Filed as: STRATEGIC PENSION SERVICE, LLC Service code 13 | Contract Administrator | $2,768 |
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 | $31,049 | $63,924-51.4% | $108,582-71.4% | $55,167-43.7% |
| Participation rate | 52.5% | 74.3%-21.8pp | 79.6%-27.1pp | 69.0%-16.5pp |
| Annual return | -2.80% | 15.31%-18.1pp | -51.70%+48.9pp | 169.23%-172.0pp |
| Employer contribution / active EE | $177 | $1,879-90.6% | $3,758-95.3% | $1,963-91.0% |
| Participant deferral / active EE | $981 | $3,067-68.0% | $4,311-77.3% | $3,054-67.9% |
| Admin fee / account holder | $222 | $618-64.0% | $7,645-97.1% | $504-55.9% |