Filed June 2, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 38 · EIN 04-1590850 | Participant Communication | $94,451 |
MERCER1 year Filed as: MERECER Service code 38 · EIN 13-2834414 | Participant Communication | $32,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,616 | $79,151+19.5% | $60,906+55.3% | $64,819+46.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -16.21% | -7.12%-9.1pp | 16.94%-33.1pp | 32.84%-49.0pp |
| Employer contribution / active EE | $5,492 | $3,052+79.9% | $2,703+103.2% | $2,507+119.1% |
| Participant deferral / active EE | $9,159 | $3,727+145.7% | $3,814+140.2% | $4,311+112.5% |
| Admin fee / account holder | $261 | $106+146.6% | $3,227-91.9% | $188+38.8% |