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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL FINANCIAL GROUP Service code 13 · EIN 04-1590850 | Contract Administrator | $79,399 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $44,215 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $72,552-100.0% | $91,826-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 4.7%-4.7pp | 13.5%-13.5pp |
| Annual return | 12.96% | 9.41%+3.6pp | 793.01%-780.1pp | 9.29%+3.7pp |
| Employer contribution / active EE | $15,746 | $13,564+16.1% | $27,004-41.7% | $15,168+3.8% |
| Participant deferral / active EE | $0 | $96-100.0% | $154-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $599-100.0% | $4,239-100.0% | $2,037-100.0% |