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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,563 |
NEWPORT GROUP, INC.1+ years Service code 13 · EIN 45-2164254 | Contract Administrator | $343 |
ERIC J. FERNANDEZ & CO.1+ years Filed as: ERIC A METZMAN Service code 53 9881 BROKEN LAND PKWY · COLUMBIA, MD 21046 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
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 | $9,463 | $77,638-87.8% | $156,551-94.0% | $62,881-85.0% |
| Participation rate | 57.5% | 71.2%-13.7pp | 84.0%-26.5pp | 69.3%-11.8pp |
| Annual return | -2.00% | 50.33%-52.3pp | 32.23%-34.2pp | 20.14%-22.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $97 | $5,561-98.3% | $13,028-99.3% | $4,296-97.8% |