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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 49 · EIN 04-1590850 | Other Services | $22,308 |
Filed as: CORNER STONE PLANNING GROUP Service code 27 · EIN 20-8315014 | Advisory (Plan) | $18,114 |
Filed as: MASSACHUSETTS MUTUAL LIFE INC. CO Service code 13 | Contract Administrator | $1,100 |
Service code 13 · EIN 22-2755716 | Contract Administrator | $0 |
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 | $26,873 | $74,706-64.0% | $75,731-64.5% | $79,389-66.2% |
| Participation rate | 88.8% | 75.3%+13.5pp | 74.8%+14.0pp | 70.7%+18.1pp |
| Annual return | 24.02% | 18.52%+5.5pp | 104.65%-80.6pp | 116.89%-92.9pp |
| Employer contribution / active EE | $1,890 | $2,590-27.0% | $2,743-31.1% | $2,428-22.2% |
| Participant deferral / active EE | $1,708 | $3,533-51.7% | $3,820-55.3% | $4,046-57.8% |
| Admin fee / account holder | $76 | $374-79.8% | $3,620-97.9% | $626-87.9% |