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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $16,299 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $16,144 |
Service code 15 · EIN 25-1407261 | Recordkeeping | $5,880 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $290 |
Filed as: MASSACHUSETS MUTUAL LIFE INS CO Service code 72 | Other investment fees and expenses | $0 |
Filed as: MASSECHUSETTS MUTUAL LIFE INS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $37,591 | $46,732-19.6% | $156,551-76.0% | $55,167-31.9% |
| Participation rate | 63.7% | 65.8%-2.1pp | 84.0%-20.3pp | 69.0%-5.3pp |
| Annual return | 0.50% | 17.72%-17.2pp | 32.23%-31.7pp | 169.23%-168.7pp |
| Employer contribution / active EE | $988 | $2,105-53.0% | $5,501-82.0% | $1,963-49.6% |
| Participant deferral / active EE | $1,135 | $2,204-48.5% | $4,871-76.7% | $3,054-62.8% |
| Admin fee / account holder | $153 | $418-63.5% | $13,028-98.8% | $504-69.7% |