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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,099 |
Filed as: PLANNED RETIREMENT CONSULTANTS Service code 13 · EIN 45-4208939 | Contract Administrator | $5,709 |
Filed as: NELSON RETIREMENT SOLUTIONS Service code 53 | Insurance Commissions | $5,244 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 53 · EIN 41-0945505 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,842 | $80,753-58.1% | $136,294-75.2% | $62,292-45.7% |
| Participation rate | 42.0% | 73.5%-31.6pp | 81.9%-40.0pp | 69.5%-27.6pp |
| Annual return | 15.48% | 35.83%-20.4pp | 5155.94%-5140.5pp | 28.90%-13.4pp |
| Employer contribution / active EE | $832 | $2,884-71.1% | $4,695-82.3% | $2,042-59.3% |
| Participant deferral / active EE | $1,373 | $5,164-73.4% | $6,247-78.0% | $3,169-56.7% |
| Admin fee / account holder | $179 | $525-65.9% | $9,243-98.1% | $479-62.6% |