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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,555 |
NEWPORT GROUP, INC.3+ years Service code 13 · EIN 45-2164254 | Contract Administrator | $319 |
AMERICAN CENTURY1 year Service code 52 | Indirect Investment Fees | $0 |
C E S INS AGENCY INC1 year Service code 53 · EIN 04-2865307 | Insurance Commissions | $0 |
Service code 52 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-6977079 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,946 | $75,962-89.5% | $154,111-94.8% | $64,173-87.6% |
| Participation rate | 43.0% | 70.4%-27.4pp | 83.0%-40.0pp | 69.6%-26.6pp |
| Annual return | 8.33% | 30.32%-22.0pp | 735.18%-726.9pp | 7.63%+0.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $87 | $5,589-98.4% | $13,411-99.4% | $4,887-98.2% |