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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $1,244 |
Filed as: MASS MUTUAL LIFE INSURANCE Service code 64 | Recordkeeping Fees | $0 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-7317381 | Other Services | $0 |
Service code 64 · EIN 75-2776689 | Recordkeeping Fees | $0 |
SIGNAL SECURITIES INC1+ years Filed as: SIGNAL SECURITIES, INC Service code 22 · EIN 75-1994786 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $4,025 | $44,229-90.9% | $155,789-97.4% | $55,191-92.7% |
| Participation rate | 60.1% | 60.8%-0.7pp | 76.1%-16.0pp | 69.2%-9.1pp |
| Annual return | -0.76% | 0.37%-1.1pp | 71.54%-72.3pp | 10.78%-11.5pp |
| Employer contribution / active EE | $600 | $1,317-54.5% | $3,839-84.4% | $1,899-68.4% |
| Participant deferral / active EE | $751 | $2,851-73.7% | $4,798-84.4% | $3,046-75.4% |
| Admin fee / account holder | $6 | $86-93.2% | $7,477-99.9% | $91-93.5% |