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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 | Insurance Commissions | $20,473 |
Filed as: MASSACHUSETSS MUTUAL LIFE INSURANCE Service code 17 | Pension Consulting | $6,300 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,411 |
ALGER1 year Service code 52 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 | Indirect Investment Fees | $0 |
CARDINAL PENSION GROUP, INC.4+ years Filed as: CARDINAL PENSION GROUP INC. Service code 17 · EIN 26-3253999 | Pension Consulting | $0 |
COHEN & STEERS1 year Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,456 | $62,928-30.9% | $172,752-74.8% | $67,579-35.7% |
| Participation rate | 44.6% | 64.5%-19.9pp | 82.6%-38.1pp | 71.3%-26.7pp |
| Annual return | 7.94% | 30.36%-22.4pp | 802.97%-795.0pp | 378.56%-370.6pp |
| Employer contribution / active EE | $912 | $1,636-44.3% | $5,144-82.3% | $2,148-57.5% |
| Participant deferral / active EE | $2,108 | $2,145-1.7% | $5,198-59.4% | $3,539-40.4% |
| Admin fee / account holder | $19 | $167-88.7% | $13,955-99.9% | $142-86.7% |