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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $4,623 |
Filed as: THE MICHIGAN PENSION GROUP Service code 13 · EIN 38-2781642 | Contract Administrator | $1,429 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,172 |
BARBARA GILL6 years Service code 53 924 CENTENNIAL WAY · LANSING, MI 48917 | Insurance Commissions | $0 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,079 | $72,639-73.7% | $90,766-79.0% | $66,949-71.5% |
| Participation rate | 36.6% | 73.7%-37.0pp | 75.7%-39.1pp | 69.8%-33.2pp |
| Annual return | -17.92% | -12.28%-5.6pp | -12.16%-5.8pp | 1.57%-19.5pp |
| Employer contribution / active EE | $81 | $2,369-96.6% | $2,922-97.2% | $2,545-96.8% |
| Participant deferral / active EE | $1,438 | $3,979-63.9% | $4,565-68.5% | $4,239-66.1% |
| Admin fee / account holder | $102 | $708-85.5% | $8,446-98.8% | $594-82.7% |