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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,729 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISOR NETWORKS INS SVCS LL Service code 53 · EIN 33-0232417 | Insurance Commissions | $0 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,130 | $46,360-39.3% | $147,617-80.9% | $52,331-46.2% |
| Participation rate | 68.1% | 64.9%+3.2pp | 84.6%-16.5pp | 68.1%0pp |
| Annual return | 1.85% | 1.62%+0.2pp | 61.98%-60.1pp | 4.54%-2.7pp |
| Employer contribution / active EE | $1,156 | $2,126-45.6% | $5,564-79.2% | $1,882-38.6% |
| Participant deferral / active EE | $1,126 | $2,258-50.1% | $4,895-77.0% | $3,022-62.7% |
| Admin fee / account holder | $16 | $766-98.0% | $11,612-99.9% | $592-97.4% |