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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,250 |
NEWPORT GROUP, INC.2+ years Service code 13 · EIN 45-2164254 | Contract Administrator | $521 |
ERIC J. FERNANDEZ & CO.2+ 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 | $7,790 | $84,236-90.8% | $170,435-95.4% | $70,126-88.9% |
| Participation rate | 62.6% | 70.8%-8.2pp | 83.6%-21.0pp | 69.5%-6.9pp |
| Annual return | 10.69% | 23.06%-12.4pp | 205.94%-195.3pp | 73.15%-62.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $79 | $5,698-98.6% | $13,881-99.4% | $4,645-98.3% |