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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1+ years Filed as: KB PENSION SERVICES, INC. Service code 49 · EIN 65-0721164 | Other Services | $810 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $612 |
STACIE SPEILFOGEL1+ years Service code 15 2385 NW EXECUTIVE CTR DR · BOCA RATON, FL 33431 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $209,425-100.0% | $178,499-100.0% | $158,966-100.0% |
| Participation rate | 0.0% | 86.4%-86.4pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | -108.03% | 188.80%-296.8pp | 151.10%-259.1pp | 302.95%-411.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |