Filed October 16, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $20,729 |
ALLIANCE BENEFIT GROUP5 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 · EIN 76-0500416 | Contract Administrator | $2,177 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,182 | $61,052-24.4% | $142,898-67.7% | $79,391-41.8% |
| Participation rate | 42.3% | 60.1%-17.9pp | 72.0%-29.7pp | 70.7%-28.4pp |
| Annual return | 15.05% | 16.02%-1.0pp | 5639.64%-5624.6pp | 116.88%-101.8pp |
| Employer contribution / active EE | $1,030 | $1,481-30.4% | $4,146-75.1% | $2,428-57.6% |
| Participant deferral / active EE | $1,380 | $2,879-52.1% | $3,838-64.0% | $4,046-65.9% |
| Admin fee / account holder | $194 | $659-70.5% | $6,560-97.0% | $627-69.0% |