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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 50 · EIN 04-1590850 | Direct Payment | $179,945 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $65,090 |
WILSON-MCSHANE CORPORATION1+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $33,600 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $31,000 |
Filed as: MCKENZIE ROTHWELL BARLOW COUGHRAN Service code 29 · EIN 91-0889948 | Legal | $29,519 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $21,548 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,695 | $75,760-63.4% | $123,106-77.5% | $59,188-53.2% |
| Participation rate | 98.9% | 86.0%+12.9pp | 86.8%+12.1pp | 69.4%+29.5pp |
| Annual return | -0.97% | 2.93%-3.9pp | 13.22%-14.2pp | 5.51%-6.5pp |
| Employer contribution / active EE | $1,175 | $3,415-65.6% | $5,151-77.2% | $2,098-44.0% |
| Participant deferral / active EE | $1,172 | $5,000-76.6% | $6,229-81.2% | $3,265-64.1% |
| Admin fee / account holder | $197 | $61+224.1% | $9,015-97.8% | $92+113.5% |