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| Provider | Service type | Compensation |
|---|---|---|
SBHU LIFE AGENCY INC4 years Service code 53 | Insurance Commissions | $9,111 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 53 · EIN 41-1416330 | Insurance Commissions | $8,190 |
GOLDLEAF PARTNERS4 years Service code 13 · EIN 45-0514557 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $5,909 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,511 |
SBHU LIFE AGENCY INC4 years Filed as: SBHU LIFE AGENCY, INC. Service code 53 · EIN 13-2896238 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,910 | $69,362-2.1% | $101,248-32.9% | $73,488-7.6% |
| Participation rate | 52.8% | 68.4%-15.6pp | 75.8%-23.0pp | 70.7%-17.9pp |
| Annual return | 20.96% | 18.46%+2.5pp | 46.47%-25.5pp | 28.51%-7.5pp |
| Employer contribution / active EE | $1,458 | $2,628-44.5% | $3,660-60.2% | $2,270-35.8% |
| Participant deferral / active EE | $2,792 | $3,300-15.4% | $4,370-36.1% | $3,740-25.3% |
| Admin fee / account holder | $35 | $704-95.0% | $5,945-99.4% | $513-93.2% |