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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $13,891 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,323 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $2,653 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION STUDIO Service code 13 | Contract Administrator | $1,917 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION STUDO Service code 14 · EIN 54-2154380 | Plan Administrator | $1,624 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION STUIO Service code 13 · EIN 54-2154380 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $50,686 | $55,449-8.6% | $83,831-39.5% | $56,289-10.0% |
| Participation rate | 57.9% | 68.0%-10.2pp | 76.1%-18.3pp | 69.9%-12.0pp |
| Annual return | -7.05% | -1.38%-5.7pp | 850.99%-858.0pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,857 | $2,430-23.6% | $3,631-48.9% | $2,111-12.0% |
| Participant deferral / active EE | $3,697 | $2,935+26.0% | $4,082-9.4% | $3,350+10.4% |
| Admin fee / account holder | $203 | $656-69.1% | $5,479-96.3% | $521-61.1% |