Filed October 26, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS Service code 49 · EIN 04-1590850 | Other Services | $7,934 |
Service code 13 · EIN 31-1582098 | Contract Administrator | $0 |
Filed as: GLOBAL RET8IREMENT PARTNERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
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 | $38,675 | $51,620-25.1% | $90,324-57.2% | $65,186-40.7% |
| Participation rate | 77.3% | 68.6%+8.6pp | 73.3%+4.0pp | 70.2%+7.1pp |
| Annual return | 22.48% | 24.94%-2.5pp | 78.15%-55.7pp | 29.39%-6.9pp |
| Employer contribution / active EE | $2,707 | $2,235+21.1% | $2,856-5.2% | $2,177+24.3% |
| Participant deferral / active EE | $2,704 | $2,871-5.8% | $3,885-30.4% | $3,514-23.0% |
| Admin fee / account holder | $51 | $384-86.7% | $5,356-99.0% | $847-94.0% |