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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $13,766 |
PA RETIREMENT SOLUTIONS, INC.5+ years Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $6,446 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 55 P.O. BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $1,020 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $210 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,046 | $52,967-73.5% | $172,753-91.9% | $65,186-78.5% |
| Participation rate | 98.4% | 66.2%+32.2pp | 82.6%+15.8pp | 70.2%+28.2pp |
| Annual return | 20.06% | 30.12%-10.1pp | 803.00%-782.9pp | 29.39%-9.3pp |
| Employer contribution / active EE | $888 | $2,190-59.5% | $5,144-82.7% | $2,177-59.2% |
| Participant deferral / active EE | $1,355 | $2,471-45.2% | $5,198-73.9% | $3,514-61.4% |
| Admin fee / account holder | $64 | $472-86.5% | $13,956-99.5% | $847-92.5% |