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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $26,771 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401 (K) ASSOCIATES Service code 17 · EIN 20-1181458 | Pension Consulting | $660 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,130 | $66,302+13.3% | $110,241-31.8% | $56,287+33.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -6.11% | -1.18%-4.9pp | 314.75%-320.9pp | -9.96%+3.8pp |
| Employer contribution / active EE | $3,590 | $2,047+75.3% | $3,827-6.2% | $2,111+70.0% |
| Participant deferral / active EE | $6,345 | $3,381+87.6% | $4,672+35.8% | $3,350+89.4% |
| Admin fee / account holder | $202 | $698-71.1% | $8,548-97.6% | $521-61.3% |