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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,173 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,372 |
Participant 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,065 | $73,848-90.4% | $143,799-95.1% | $68,486-89.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.79% | 0.91%-13.7pp | -0.04%-12.7pp | -7.85%-4.9pp |
| Employer contribution / active EE | $727 | $3,184-77.2% | $4,952-85.3% | $2,597-72.0% |
| Participant deferral / active EE | $359 | $3,385-89.4% | $5,638-93.6% | $4,028-91.1% |
| Admin fee / account holder | $40 | $5,755-99.3% | $14,677-99.7% | $5,404-99.3% |