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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 16-1171765 | Contract Administrator | $2,631 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $400 |
J W COLE FINANCIAL INC1 year Filed as: JW COLE SERVICES, INC Service code 53 · EIN 65-1040717 | Insurance Commissions | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,936 | $73,019-45.3% | $90,766-56.0% | $68,490-41.7% |
| Participation rate | 98.9% | 70.8%+28.0pp | 75.7%+23.2pp | 67.9%+31.0pp |
| Annual return | -18.20% | -13.81%-4.4pp | -12.16%-6.0pp | -7.85%-10.3pp |
| Employer contribution / active EE | $4,033 | $2,193+83.9% | $2,922+38.0% | $2,597+55.3% |
| Participant deferral / active EE | $3,867 | $3,626+6.6% | $4,565-15.3% | $4,028-4.0% |
| Admin fee / account holder | $58 | $5,897-99.0% | $8,446-99.3% | $5,403-98.9% |