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| Provider | Service type | Compensation |
|---|---|---|
TRILOGY CAPITAL INC1 year Filed as: TRILOGY CAPITAL, INC. Service code 27 · EIN 47-5581477 | Advisory (Plan) | $8,172 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,191 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $2,593 |
JJ1 year Service code 60 | Sub-TA Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Service code 53 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,745 | $47,977-50.5% | $154,108-84.6% | $56,289-57.8% |
| Participation rate | 67.4% | 66.2%+1.3pp | 83.0%-15.6pp | 69.9%-2.4pp |
| Annual return | -3.92% | 3.54%-7.5pp | 735.21%-739.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,128 | $2,169-48.0% | $5,298-78.7% | $2,111-46.5% |
| Participant deferral / active EE | $2,242 | $2,392-6.3% | $5,081-55.9% | $3,350-33.1% |
| Admin fee / account holder | $93 | $438-78.8% | $13,411-99.3% | $521-82.2% |