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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES INC. Service code 53 | Insurance Commissions | $21,616 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $13,365 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $2,476 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $645 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,772 | $58,879-7.0% | $178,490-69.3% | $73,488-25.5% |
| Participation rate | 22.0% | 66.2%-44.2pp | 81.9%-60.0pp | 70.7%-48.7pp |
| Annual return | 3.72% | 24.86%-21.1pp | 151.07%-147.4pp | 28.51%-24.8pp |
| Employer contribution / active EE | $965 | $2,236-56.8% | $5,011-80.7% | $2,270-57.5% |
| Participant deferral / active EE | $1,106 | $2,567-56.9% | $5,202-78.7% | $3,740-70.4% |
| Admin fee / account holder | $146 | $400-63.5% | $13,984-99.0% | $513-71.5% |