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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $26,125 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 17 · EIN 35-2552359 | Pension Consulting | $20,160 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,991 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 4.50% | 11.70%-7.2pp | 7.32%-2.8pp | 18.35%-13.8pp |
| Employer contribution / active EE | $9,091 | $9,106-0.2% | $23,426-61.2% | $14,669-38.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |