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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $38,365 |
Service code 27 · EIN 81-3001567 7820 TERREY PINE CT #200 · EDEN PRAIRIE, MN 55347 | Advisory (Plan) | $21,195 |
Filed as: TAX SHELTERED COMPENSATION, INC Service code 13 · EIN 41-0955056 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $9,291 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,181 |
Service code 13 · EIN 41-0955056 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,836 | $82,674-14.3% | $125,381-43.5% | $68,486+3.4% |
| Participation rate | 98.1% | 75.1%+23.1pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -13.23% | -5.97%-7.3pp | 572.31%-585.5pp | -7.85%-5.4pp |
| Employer contribution / active EE | $4,489 | $3,382+32.7% | $4,815-6.8% | $2,597+72.9% |
| Participant deferral / active EE | $9,460 | $6,111+54.8% | $7,448+27.0% | $4,028+134.9% |
| Admin fee / account holder | $284 | $6,277-95.5% | $10,007-97.2% | $5,404-94.8% |