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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,976 |
NEWPORT GROUP, INC.4+ years Service code 13 · EIN 45-2164254 | Contract Administrator | $330 |
AMERICAN CENTURY2 years Service code 52 | Indirect Investment Fees | $0 |
C E S INS AGENCY INC2 years Service code 53 · EIN 04-2865307 | Insurance Commissions | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years 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.
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 | $8,651 | $52,961-83.7% | $172,755-95.0% | $65,185-86.7% |
| Participation rate | 38.5% | 66.2%-27.7pp | 82.6%-44.2pp | 70.2%-31.7pp |
| Annual return | 6.98% | 30.12%-23.1pp | 802.94%-796.0pp | 29.38%-22.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $83 | $472-82.4% | $13,955-99.4% | $847-90.2% |