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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,224 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $18 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $15 |
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 | $59,749 | $37,117+61.0% | $147,617-59.5% | $55,191+8.3% |
| Participation rate | 80.6% | 63.6%+16.9pp | 84.6%-4.1pp | 69.2%+11.4pp |
| Annual return | 0.77% | 3.44%-2.7pp | 61.98%-61.2pp | 10.78%-10.0pp |
| Employer contribution / active EE | $1,787 | $1,620+10.3% | $5,564-67.9% | $1,899-5.9% |
| Participant deferral / active EE | $4,400 | $1,985+121.6% | $4,895-10.1% | $3,046+44.4% |
| Admin fee / account holder | $5 | $86-94.7% | $11,612-100.0% | $91-95.0% |