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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $12,206 |
Service code 99 · EIN 81-3989034 | Other Fees | $2,100 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $1,282 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,281 | $46,722-65.2% | $130,660-87.5% | $65,185-75.0% |
| Participation rate | 100.0% | 60.9%+39.1pp | 71.7%+28.3pp | 70.2%+29.8pp |
| Annual return | 18.34% | 24.17%-5.8pp | 1709.29%-1691.0pp | 29.38%-11.0pp |
| Employer contribution / active EE | $1,731 | $1,488+16.4% | $4,092-57.7% | $2,177-20.5% |
| Participant deferral / active EE | $1,048 | $2,545-58.8% | $3,603-70.9% | $3,514-70.2% |
| Admin fee / account holder | $13 | $453-97.2% | $5,463-99.8% | $847-98.5% |