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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 49 · EIN 04-1590850 | Other Services | $42,255 |
Filed as: CORNER STONE PLANNING Service code 27 · EIN 20-8315014 | Advisory (Plan) | $18,872 |
Service code 13 · EIN 22-2755716 | Contract Administrator | $4,645 |
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.
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 | $23,127 | $79,151-70.8% | $60,919-62.0% | $64,824-64.3% |
| Participation rate | 85.3% | 77.7%+7.6pp | 73.1%+12.2pp | 71.5%+13.9pp |
| Annual return | -12.67% | -7.12%-5.5pp | 16.96%-29.6pp | 32.84%-45.5pp |
| Employer contribution / active EE | $1,550 | $3,052-49.2% | $2,704-42.7% | $2,507-38.2% |
| Participant deferral / active EE | $1,634 | $3,727-56.2% | $3,814-57.2% | $4,311-62.1% |
| Admin fee / account holder | $193 | $106+82.7% | $3,228-94.0% | $188+2.8% |