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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $62,386 |
BOWLINE FINANCIAL LLC2 years Service code 27 · EIN 84-1748632 | Advisory (Plan) | $42,956 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,588 |
THE BENEFIT ADVANTAGE, INC.3 years Filed as: THE BENEFIT ADVANTAGE INC Service code 13 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MA 48326 | Contract Administrator | $10,389 |
THE BEENFIT ADVANTAGE INC3 years Service code 13 | Contract Administrator | $9,253 |
Filed as: THE BENEFIT ADVANTAGE Service code 13 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Contract Administrator | $224 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,695 | $47,766+8.2% | $82,706-37.5% | $64,814-20.2% |
| Participation rate | 97.4% | 67.7%+29.7pp | 72.6%+24.8pp | 71.5%+25.9pp |
| Annual return | -15.39% | -13.06%-2.3pp | 701.76%-717.2pp | 32.84%-48.2pp |
| Employer contribution / active EE | $1,784 | $2,182-18.2% | $3,007-40.7% | $2,507-28.8% |
| Participant deferral / active EE | $5,218 | $3,332+56.6% | $4,394+18.8% | $4,310+21.1% |
| Admin fee / account holder | $291 | $143+103.8% | $5,329-94.5% | $188+55.2% |