Filed October 11, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $26,304 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 14 · EIN 39-1897480 | Plan Administrator | $10,211 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,075 | $52,293-59.7% | $178,499-88.2% | $73,412-71.3% |
| Participation rate | 22.1% | 65.3%-43.2pp | 81.9%-59.8pp | 72.2%-50.1pp |
| Annual return | 24.36% | 34.75%-10.4pp | 151.10%-126.7pp | 59.30%-34.9pp |
| Employer contribution / active EE | $56 | $1,735-96.8% | $5,011-98.9% | $2,234-97.5% |
| Participant deferral / active EE | $426 | $2,332-81.7% | $5,202-91.8% | $3,806-88.8% |
| Admin fee / account holder | $290 | $127+127.6% | $13,986-97.9% | $158+83.5% |