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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $6,223 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 14 · EIN 38-3712991 | Plan Administrator | $5,655 |
UBS FINANCIAL SERVICES INC2+ 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 | $19,180 | $43,423-55.8% | $78,676-75.6% | $55,167-65.2% |
| Participation rate | 81.6% | 68.0%+13.5pp | 73.6%+8.0pp | 69.0%+12.6pp |
| Annual return | 10.67% | 11.53%-0.9pp | 62.19%-51.5pp | 169.23%-158.6pp |
| Employer contribution / active EE | $1,869 | $1,997-6.4% | $2,850-34.4% | $1,963-4.8% |
| Participant deferral / active EE | $2,692 | $2,509+7.3% | $3,517-23.4% | $3,054-11.8% |
| Admin fee / account holder | $35 | $416-91.6% | $4,510-99.2% | $504-93.1% |