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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $14,656 |
Filed as: INVEST FIN CORP INS AGENCY INC OF I Service code 53 · EIN 36-3325488 | Insurance Commissions | $9,707 |
GOLDLEAF PARTNERS2+ years Service code 13 · EIN 45-0514557 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $3,566 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 53 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Insurance Commissions | $1,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,451 | $46,732-30.6% | $156,551-79.3% | $55,167-41.2% |
| Participation rate | 47.4% | 65.8%-18.4pp | 84.0%-36.6pp | 69.0%-21.6pp |
| Annual return | 15.18% | 17.72%-2.5pp | 32.23%-17.0pp | 169.23%-154.0pp |
| Employer contribution / active EE | $1,014 | $2,105-51.8% | $5,501-81.6% | $1,963-48.3% |
| Participant deferral / active EE | $1,621 | $2,204-26.5% | $4,871-66.7% | $3,054-46.9% |
| Admin fee / account holder | $120 | $418-71.3% | $13,028-99.1% | $504-76.2% |