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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INS. CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $22,300 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $14,000 |
ROBERT H. BOGUCKI, P.C.1+ years Service code 29 · EIN 13-3397205 | Legal | $7,560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,929 | $59,188-51.1% | $63,412-54.4% | $59,188-51.1% |
| Participation rate | 40.0% | 69.4%-29.5pp | 67.1%-27.1pp | 69.4%-29.5pp |
| Annual return | 1.16% | 5.51%-4.3pp | 4.04%-2.9pp | 5.51%-4.3pp |
| Employer contribution / active EE | $856 | $2,098-59.2% | $1,814-52.8% | $2,098-59.2% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $2,496-100.0% | $3,265-100.0% |
| Admin fee / account holder | $220 | $92+138.3% | $3,753-94.1% | $92+138.3% |