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| Provider | Service type | Compensation |
|---|---|---|
Service code 34 · EIN 39-1884254 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Participant loan processing; Valuatio... | $1,724 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 N/A · SPRINGFIELD, MA 011110001 | Recordkeeping | $0 |
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,009 | $58,726-76.1% | $92,240-84.8% | $62,293-77.5% |
| Participation rate | 77.7% | 68.3%+9.3pp | 76.5%+1.2pp | 69.5%+8.2pp |
| Annual return | 3.17% | 43.62%-40.4pp | 176.29%-173.1pp | 28.90%-25.7pp |
| Employer contribution / active EE | $2,494 | $2,392+4.3% | $3,680-32.2% | $2,042+22.1% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $68 | $556-87.8% | $5,194-98.7% | $479-85.8% |