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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $25,999 |
YANULIS & ASSOCIATES1+ years Filed as: YANULIS & ASSOC., INC. DBA PKY ASSO Service code 50 · EIN 16-1418035 | Direct Payment | $4,094 |
YANULIS & ASSOCIATES1+ years Filed as: YANULIS & ASSOCIATES, INC. DBA PKY Service code 13 · EIN 16-1418035 | Contract Administrator | $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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,762 | $57,108-32.1% | $94,224-58.9% | $52,331-25.9% |
| Participation rate | 65.8% | 72.9%-7.2pp | 78.8%-13.0pp | 68.1%-2.3pp |
| Annual return | -2.28% | 1.47%-3.8pp | 10.68%-13.0pp | 4.54%-6.8pp |
| Employer contribution / active EE | $335 | $1,735-80.7% | $3,587-90.6% | $1,882-82.2% |
| Participant deferral / active EE | $2,278 | $3,040-25.1% | $4,320-47.3% | $3,022-24.6% |
| Admin fee / account holder | $160 | $546-70.7% | $6,269-97.4% | $592-72.9% |