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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,165 |
Service code 13 · EIN 11-3271022 | Contract Administrator | $4,865 |
Filed as: REGENCY RETIREMENT PLAN CONSULT Service code 27 · EIN 32-0351441 | Advisory (Plan) | $1,569 |
Filed as: JOHN HANCOCK LIFE INSURANCE OF NY Service code 15 · EIN 13-3646501 | Recordkeeping | $357 |
Service code 53 · EIN 41-0973005 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,953 | $123,793-71.0% | $177,840-79.8% | $79,852-55.0% |
| Participation rate | 64.7% | 84.7%-19.9pp | 87.7%-23.0pp | 69.6%-4.9pp |
| Annual return | 29.10% | 22.82%+6.3pp | 48.32%-19.2pp | 31.72%-2.6pp |
| Employer contribution / active EE | $1,083 | $4,095-73.5% | $5,919-81.7% | $2,471-56.2% |
| Participant deferral / active EE | $3,987 | $5,956-33.1% | $7,714-48.3% | $3,740+6.6% |
| Admin fee / account holder | $241 | $7,243-96.7% | $12,431-98.1% | $5,306-95.5% |