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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,184 |
Service code 27 · EIN 20-3615381 | Advisory (Plan) | $2,469 |
Filed as: PPS PENSION SERVICES Service code 13 8660 SHERIDAN DRIVE · WILLIAMSVILLE, NY 14221 | Contract Administrator | $1,809 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $823 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,631 | $155,795-93.8% | $136,297-92.9% | $69,631-86.2% |
| Participation rate | 18.1% | 75.2%-57.2pp | 81.9%-63.9pp | 70.7%-52.6pp |
| Annual return | 22.23% | 232464.33%-232442.1pp | 5156.19%-5134.0pp | 27571.02%-27548.8pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $297 | $5,394-94.5% | $6,247-95.2% | $3,224-90.8% |
| Admin fee / account holder | $86 | $128-32.7% | $9,244-99.1% | $110-21.8% |