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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $25,760 |
Filed as: ANGELL PENSION GROUP Service code 13 · EIN 04-2503412 | Contract Administrator | $16,666 |
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 | $191,091 | $65,322+192.5% | $70,462+171.2% | $73,493+160.0% |
| Participation rate | 93.4% | 77.0%+16.5pp | 75.1%+18.4pp | 70.7%+22.7pp |
| Annual return | 13.49% | 15.71%-2.2pp | 109.08%-95.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $7,731 | $2,460+214.3% | $2,737+182.4% | $2,270+240.6% |
| Participant deferral / active EE | $8,696 | $3,375+157.7% | $3,710+134.4% | $3,740+132.5% |
| Admin fee / account holder | $125 | $214-41.7% | $3,845-96.8% | $513-75.7% |