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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $64,982 |
FIRST REPUBLIC INVESTMENT MGMT2+ years Filed as: FIRST REPUBLIC SECURITIES CO, LLC Service code 53 · EIN 91-2076555 | Insurance Commissions | $37,916 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $16,639 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,839 | $85,635-86.2% | $123,894-90.4% | $63,975-81.5% |
| Participation rate | 67.9% | 74.9%-7.0pp | 81.4%-13.5pp | 71.1%-3.2pp |
| Annual return | 7.62% | 15.74%-8.1pp | 47.52%-39.9pp | 48.65%-41.0pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,201 | $5,667-78.8% | $5,984-79.9% | $3,356-64.2% |
| Admin fee / account holder | $34 | $75-54.2% | $8,357-99.6% | $70-51.3% |