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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 | Insurance Commissions | $22,383 |
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 | $3,543 |
ALGER2 years Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 | Indirect Investment Fees | $0 |
BARON2 years Service code 52 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 | Indirect Investment Fees | $0 |
CARDINAL PENSION GROUP, INC.5+ years Filed as: CARDINAL PENSION GROUP INC. Service code 17 · EIN 26-3253999 | Pension Consulting | $0 |
COHEN & STEERS2 years Service code 52 | Indirect Investment Fees | $0 |
COLUMBIA2 years 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 | $47,705 | $52,293-8.8% | $178,503-73.3% | $73,412-35.0% |
| Participation rate | 37.0% | 65.3%-28.4pp | 81.9%-45.0pp | 72.2%-35.2pp |
| Annual return | 4.47% | 34.75%-30.3pp | 151.12%-146.6pp | 59.30%-54.8pp |
| Employer contribution / active EE | $761 | $1,736-56.1% | $5,011-84.8% | $2,234-65.9% |
| Participant deferral / active EE | $1,825 | $2,333-21.8% | $5,202-64.9% | $3,806-52.0% |
| Admin fee / account holder | $16 | $127-87.7% | $13,987-99.9% | $158-90.1% |