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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Other Commissions | $47,259 |
ST. ONGE COMPANY2 years Service code 99 1400 WILLIAMS RD · YORK, PA 17402 | Other Fees | $8,800 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $813 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,445 | $84,499+37.8% | $125,391-7.1% | $66,949+73.9% |
| Participation rate | 98.2% | 76.4%+21.8pp | 82.4%+15.8pp | 69.8%+28.4pp |
| Annual return | -16.00% | -8.49%-7.5pp | 572.41%-588.4pp | 1.57%-17.6pp |
| Employer contribution / active EE | $4,749 | $3,554+33.6% | $4,816-1.4% | $2,545+86.6% |
| Participant deferral / active EE | $11,373 | $6,785+67.6% | $7,448+52.7% | $4,239+168.3% |
| Admin fee / account holder | $50 | $685-92.7% | $10,009-99.5% | $594-91.6% |