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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $26,402 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $10,989 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $71,015 | $64,909+9.4% | $82,312-13.7% | $62,293+14.0% |
| Participation rate | 81.0% | 74.9%+6.1pp | 76.9%+4.1pp | 69.5%+11.5pp |
| Annual return | 17.58% | 21.18%-3.6pp | 25.88%-8.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $2,210 | $1,676+31.9% | $2,428-9.0% | $2,042+8.2% |
| Participant deferral / active EE | $4,244 | $3,103+36.7% | $3,706+14.5% | $3,169+33.9% |
| Admin fee / account holder | $247 | $440-43.9% | $5,608-95.6% | $479-48.5% |