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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $18,333 |
INVEST FINANCIAL CORPORATION2 years Filed as: INVEST FIN CORP INS AGENCY INC OF I Service code 53 · EIN 36-3325488 | Insurance Commissions | $13,075 |
GOLDLEAF PARTNERS3+ years Service code 13 · EIN 45-0514557 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $4,635 |
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 | $39,786 | $55,453-28.3% | $170,436-76.7% | $62,293-36.1% |
| Participation rate | 48.1% | 66.4%-18.3pp | 83.6%-35.5pp | 69.5%-21.4pp |
| Annual return | 18.41% | 21.38%-3.0pp | 205.94%-187.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $918 | $2,164-57.6% | $5,433-83.1% | $2,042-55.1% |
| Participant deferral / active EE | $1,486 | $2,303-35.5% | $4,939-69.9% | $3,169-53.1% |
| Admin fee / account holder | $153 | $455-66.4% | $13,880-98.9% | $479-68.1% |