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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $20,274 |
PENSION ASSURANCE LLP1 year Filed as: PENSION INNOVATIONS & CONSULTING Service code 15 · EIN 34-1944384 | Recordkeeping | $0 |
PLANNING CORP OF AMERICA2 years Service code 52 · EIN 59-1199408 | Indirect Investment Fees | $0 |
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 | $71,336 | $69,159+3.1% | $125,195-43.0% | $67,582+5.6% |
| Participation rate | 89.1% | 78.2%+10.9pp | 79.8%+9.3pp | 71.3%+17.8pp |
| Annual return | 23.11% | 27.12%-4.0pp | 43.79%-20.7pp | 378.57%-355.5pp |
| Employer contribution / active EE | $2,409 | $2,023+19.0% | $3,866-37.7% | $2,148+12.2% |
| Participant deferral / active EE | $3,020 | $3,700-18.4% | $4,937-38.8% | $3,539-14.7% |
| Admin fee / account holder | $60 | $142-57.6% | $9,704-99.4% | $142-57.8% |