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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 | Insurance Commissions | $18,722 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,100 |
CARDINAL PENSION GROUP, INC.3+ years Filed as: CARDINAL PENSION GROUP INC. Service code 17 · EIN 26-3253999 | Pension Consulting | $0 |
Filed as: KESTRA INVESMENT SERVICES, LLC Service code 53 · EIN 74-2794194 | Insurance Commissions | $0 |
Filed as: MASSACHUSETSS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
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 | $40,355 | $37,196+8.5% | $154,108-73.8% | $55,725-27.6% |
| Participation rate | 43.4% | 64.1%-20.7pp | 83.0%-39.7pp | 70.9%-27.5pp |
| Annual return | 11.42% | 1319.68%-1308.3pp | 735.21%-723.8pp | 244.93%-233.5pp |
| Employer contribution / active EE | $778 | $1,614-51.8% | $5,298-85.3% | $2,078-62.6% |
| Participant deferral / active EE | $1,734 | $2,068-16.1% | $5,081-65.9% | $3,356-48.3% |
| Admin fee / account holder | $17 | $102-82.8% | $13,411-99.9% | $115-84.9% |