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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 | Recordkeeping | $960 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $519 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,469 | $66,180-75.1% | $118,746-86.1% | $62,293-73.6% |
| Participation rate | 32.8% | 71.3%-38.5pp | 78.3%-45.5pp | 69.5%-36.7pp |
| Annual return | 28.72% | 60.89%-32.2pp | 24.54%+4.2pp | 28.90%-0.2pp |
| Employer contribution / active EE | $784 | $3,183-75.4% | $4,193-81.3% | $2,042-61.6% |
| Participant deferral / active EE | $1,377 | $4,247-67.6% | $5,332-74.2% | $3,169-56.5% |
| Admin fee / account holder | $14 | $753-98.1% | $10,720-99.9% | $479-97.0% |