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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $11,228 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 | Recordkeeping | $305 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $3 |
ANEW 401K TPA LLC1 year Filed as: ANEW 401(K) TPA, LLC Service code 15 · EIN 81-1963646 | Recordkeeping | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $6,444 | $31,424-79.5% | $81,473-92.1% | $69,631-90.7% |
| Participation rate | 79.1% | 50.8%+28.3pp | 68.0%+11.2pp | 70.7%+8.5pp |
| Annual return | 16.62% | 22.44%-5.8pp | 38.78%-22.2pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $607 | $1,029-41.0% | $2,568-76.4% | $2,032-70.1% |
| Participant deferral / active EE | $876 | $1,838-52.3% | $3,537-75.2% | $3,224-72.8% |
| Admin fee / account holder | $12 | $103-88.5% | $4,561-99.7% | $110-89.3% |