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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $5,838 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 33 · EIN 13-2638166 | Securities brokerage commissions and ... | $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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,638 | $44,229+30.3% | $155,790-63.0% | $55,191+4.4% |
| Participation rate | 0.0% | 60.8%-60.8pp | 76.1%-76.1pp | 69.2%-69.2pp |
| Annual return | 3.41% | 0.37%+3.0pp | 71.54%-68.1pp | 10.78%-7.4pp |
| Employer contribution / active EE | $0 | $1,317-100.0% | $3,836-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,382 | $2,851-16.5% | $4,797-50.4% | $3,046-21.8% |
| Admin fee / account holder | $27 | $86-68.3% | $7,478-99.6% | $91-69.9% |