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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $54,178 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,212 | $91,474+48.9% | $135,982+0.2% | $71,529+90.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 22.95% | 29.89%-6.9pp | 68.32%-45.4pp | 28.97%-6.0pp |
| Employer contribution / active EE | $4,977 | $3,705+34.3% | $4,859+2.4% | $2,590+92.2% |
| Participant deferral / active EE | $11,803 | $7,095+66.4% | $7,760+52.1% | $4,291+175.0% |
| Admin fee / account holder | $1 | $1,267-99.9% | $10,767-100.0% | $1,588-99.9% |