Filed January 23, 2023
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS COT Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,720 |
THE RETIREMENT ADVANTAGE INC2+ years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $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 | $91,531 | $74,089+23.5% | $133,975-31.7% | $55,167+65.9% |
| Participation rate | 51.9% | 84.3%-32.4pp | 87.1%-35.2pp | 69.0%-17.1pp |
| Annual return | 11.40% | 12.11%-0.7pp | 29.29%-17.9pp | 169.23%-157.8pp |
| Employer contribution / active EE | $1,433 | $3,064-53.2% | $5,211-72.5% | $1,963-27.0% |
| Participant deferral / active EE | $2,866 | $4,678-38.7% | $6,282-54.4% | $3,054-6.2% |
| Admin fee / account holder | $46 | $458-90.0% | $9,324-99.5% | $504-90.9% |