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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,549 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $21,968 | $54,573-59.7% | $90,970-75.9% | $73,497-70.1% |
| Participation rate | 96.0% | 61.2%+34.8pp | 69.0%+27.0pp | 70.7%+25.3pp |
| Annual return | 16.77% | 16.69%+0.1pp | 134.60%-117.8pp | 28.51%-11.7pp |
| Employer contribution / active EE | $707 | $991-28.7% | $2,122-66.7% | $2,270-68.9% |
| Participant deferral / active EE | $4,070 | $2,517+61.7% | $3,373+20.7% | $3,740+8.8% |
| Admin fee / account holder | $8 | $521-98.4% | $5,961-99.9% | $513-98.4% |