Filed July 15, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,828 |
Service code 49 · EIN 41-1486060 | Other Services | $5,029 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $230 |
Filed as: LAFAYETTE LIFE INSURANCE CO. Service code 14 · EIN 35-0457540 301 E. 4TH STREET SUITE 2800 · CINCINNATI, OH 452024291 | Plan Administrator | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,045 | $80,753-82.6% | $136,298-89.7% | $62,293-77.5% |
| Participation rate | 82.7% | 73.5%+9.1pp | 81.9%+0.7pp | 69.5%+13.2pp |
| Annual return | 31.52% | 35.83%-4.3pp | 5156.27%-5124.7pp | 28.90%+2.6pp |
| Employer contribution / active EE | $2,468 | $2,884-14.4% | $4,696-47.4% | $2,042+20.8% |
| Participant deferral / active EE | $4,275 | $5,164-17.2% | $6,247-31.6% | $3,169+34.9% |
| Admin fee / account holder | $150 | $525-71.5% | $9,244-98.4% | $479-68.8% |