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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,584 |
Service code 13 · EIN 43-1021898 | Contract Administrator | $6,144 |
GREG HARVEY2+ years Service code 53 9401 INDIAN CREEK PARKWAY, STE510 · OVERLAND PARK, KS 66210 | Insurance Commissions | $0 |
Employer contribution per participant 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.
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 | $27,640 | $74,089-62.7% | $133,975-79.4% | $55,167-49.9% |
| Participation rate | 87.6% | 84.3%+3.3pp | 87.1%+0.5pp | 69.0%+18.6pp |
| Annual return | 7.65% | 12.11%-4.5pp | 29.29%-21.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,015 | $3,064-66.9% | $5,211-80.5% | $1,963-48.3% |
| Participant deferral / active EE | $2,775 | $4,678-40.7% | $6,282-55.8% | $3,054-9.1% |
| Admin fee / account holder | $37 | $458-92.0% | $9,324-99.6% | $504-92.7% |