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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $14,627 |
BENEFIT CONSULTANTS GROUP2 years Service code 13 · EIN 23-2383285 | Contract Administrator | $0 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS INS. AGENCY Service code 53 · EIN 54-0910269 | Insurance Commissions | $0 |
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 | $54,274 | $55,002-1.3% | $59,883-9.4% | $56,287-3.6% |
| Participation rate | 74.9% | 75.9%-1.0pp | 74.7%+0.2pp | 69.9%+5.0pp |
| Annual return | 7.68% | 1.13%+6.5pp | 3.46%+4.2pp | -9.96%+17.6pp |
| Employer contribution / active EE | $1,464 | $2,448-40.2% | $2,722-46.2% | $2,111-30.6% |
| Participant deferral / active EE | $1,342 | $3,121-57.0% | $3,402-60.5% | $3,350-59.9% |
| Admin fee / account holder | $130 | $236-44.9% | $3,591-96.4% | $521-75.0% |