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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 N/A · SPRINGFIELD, MA 011110001 | Recordkeeping | $11,804 |
BENEFIT ADMINISTRATION, INC.2 years Service code 34 · EIN 39-1884254 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Valuation (appraisals, etc.); Other s... | $1,675 |
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 | $13,965 | $57,352-75.7% | $83,831-83.3% | $64,173-78.2% |
| Participation rate | 83.3% | 68.6%+14.7pp | 76.1%+7.2pp | 69.6%+13.8pp |
| Annual return | -4.78% | 11.38%-16.2pp | 850.99%-855.8pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,072 | $2,546+20.7% | $3,631-15.4% | $2,381+29.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $101 | $4,046-97.5% | $5,479-98.2% | $4,887-97.9% |