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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 38 · EIN 04-1590850 | Participant Communication | $90,042 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $33,593 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,958 | $61,756+183.3% | $69,888+150.3% | $77,906+124.6% |
| Participation rate | 97.6% | 79.9%+17.7pp | 70.5%+27.1pp | 73.7%+23.9pp |
| Annual return | -15.01% | -11.86%-3.1pp | 190.87%-205.9pp | 12.16%-27.2pp |
| Employer contribution / active EE | $6,222 | $2,706+129.9% | $2,560+143.0% | $2,846+118.6% |
| Participant deferral / active EE | $7,849 | $3,977+97.3% | $3,849+103.9% | $4,805+63.3% |
| Admin fee / account holder | $81 | $101-20.5% | $6,267-98.7% | $133-39.2% |