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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $11,080 |
UBS FINANCIAL SERVICES INC1+ years Service code 26 · EIN 13-2638166 | Advisory (Participants) | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $19,202 | $41,854-54.1% | $73,836-74.0% | $52,331-63.3% |
| Participation rate | 99.4% | 66.2%+33.1pp | 73.4%+25.9pp | 68.1%+31.3pp |
| Annual return | -0.31% | 2.11%-2.4pp | 2268.06%-2268.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $2,284 | $1,920+19.0% | $2,787-18.0% | $1,882+21.4% |
| Participant deferral / active EE | $2,876 | $2,498+15.1% | $3,583-19.7% | $3,022-4.8% |
| Admin fee / account holder | $37 | $493-92.4% | $4,882-99.2% | $592-93.7% |