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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP SECURITIES INC Service code 16 · EIN 74-2794194 | Consulting | $14,539 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $3,403 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $502 |
Filed as: MASS MUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,050 | $46,732-10.0% | $156,551-73.1% | $55,167-23.8% |
| Participation rate | 65.7% | 65.8%-0.1pp | 84.0%-18.3pp | 69.0%-3.3pp |
| Annual return | 7.32% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | -$0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,435 | $2,204+146.6% | $4,871+11.6% | $3,054+77.9% |
| Admin fee / account holder | $38 | $418-90.8% | $13,028-99.7% | $504-92.4% |