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| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC6+ years Service code 52 · EIN 25-2384840 | Indirect Investment Fees | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
Filed as: THE HOWARD E. NYHART COMPANY, INC Service code 49 · EIN 35-0966414 | Other Services | $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 | $47,774 | $55,636-14.1% | $81,991-41.7% | $73,493-35.0% |
| Participation rate | 29.1% | 62.3%-33.2pp | 69.3%-40.2pp | 70.7%-41.6pp |
| Annual return | 16.23% | 19.07%-2.8pp | 41.31%-25.1pp | 28.51%-12.3pp |
| Employer contribution / active EE | $326 | $1,625-79.9% | $2,498-87.0% | $2,270-85.6% |
| Participant deferral / active EE | $1,144 | $2,762-58.6% | $3,722-69.3% | $3,740-69.4% |
| Admin fee / account holder | $81 | $493-83.6% | $5,665-98.6% | $513-84.2% |