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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $14,528 |
SECURITIES AMERICA INC2+ years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 55 | Other Commissions | $12,788 |
Filed as: COMPENSATION BENEFIT PLANNING INC. Service code 13 | Contract Administrator | $4,092 |
Service code 13 · EIN 43-1021898 | Contract Administrator | $0 |
SECURITIES AMERICA INC2+ years Service code 55 · EIN 11-2551174 | Other Commissions | $0 |
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 | $43,823 | $43,075+1.7% | $74,577-41.2% | $62,881-30.3% |
| Participation rate | 89.9% | 58.1%+31.8pp | 68.1%+21.8pp | 69.3%+20.6pp |
| Annual return | 7.36% | 17.50%-10.1pp | 20.47%-13.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,912 | $1,498+27.7% | $2,525-24.3% | $2,281-16.2% |
| Participant deferral / active EE | $3,672 | $2,389+53.7% | $3,458+6.2% | $3,203+14.7% |
| Admin fee / account holder | $119 | $2,840-95.8% | $4,138-97.1% | $4,296-97.2% |