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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $26,817 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $10,097 |
Filed as: PRIME PENSIONS, INC. Service code 14 · EIN 46-1224594 | Plan Administrator | $2,018 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,549 | $52,293-32.0% | $178,503-80.1% | $73,412-51.6% |
| Participation rate | 24.6% | 65.3%-40.8pp | 81.9%-57.4pp | 72.2%-47.6pp |
| Annual return | 16.88% | 34.75%-17.9pp | 151.12%-134.2pp | 59.30%-42.4pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $673 | $2,333-71.1% | $5,202-87.1% | $3,806-82.3% |
| Admin fee / account holder | $264 | $127+107.0% | $13,987-98.1% | $158+67.0% |