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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $12,477 |
Service code 99 · EIN 81-3989034 | Other Fees | $5,579 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $2,017 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,990 | $53,901-64.8% | $134,162-85.8% | $73,493-74.2% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.2%+27.8pp | 70.7%+29.3pp |
| Annual return | 13.27% | 15.82%-2.6pp | 36.35%-23.1pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,369 | $1,458-6.1% | $3,705-63.0% | $2,270-39.7% |
| Participant deferral / active EE | $915 | $2,739-66.6% | $3,500-73.9% | $3,740-75.5% |
| Admin fee / account holder | $31 | $581-94.6% | $6,685-99.5% | $513-93.9% |