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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,703 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISOR NETWORKS INS SVCS LL Service code 53 · EIN 33-0232417 | Insurance Commissions | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MASACHUSETTS MUTUAL LIFE INS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSCO Service code 27 | Advisory (Plan) | $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 | $28,150 | $36,916-23.7% | $156,551-82.0% | $57,658-51.2% |
| Participation rate | 65.3% | 63.4%+1.9pp | 84.0%-18.7pp | 70.2%-4.9pp |
| Annual return | 9.38% | 12.38%-3.0pp | 32.23%-22.8pp | 5.13%+4.2pp |
| Employer contribution / active EE | $1,097 | $1,571-30.2% | $5,501-80.1% | $1,974-44.4% |
| Participant deferral / active EE | $1,150 | $1,926-40.3% | $4,871-76.4% | $3,061-62.4% |
| Admin fee / account holder | $63 | $82-23.8% | $13,028-99.5% | $95-33.5% |