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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $13,347 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $628 |
NEALE FINANCIAL LLC4+ years Service code 26 · EIN 01-0949415 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $6,921 | $47,977-85.6% | $154,114-95.5% | $56,287-87.7% |
| Participation rate | 60.0% | 66.2%-6.2pp | 83.0%-23.0pp | 69.9%-9.9pp |
| Annual return | -8.26% | 3.54%-11.8pp | 735.16%-743.4pp | -9.96%+1.7pp |
| Employer contribution / active EE | $325 | $2,169-85.0% | $5,298-93.9% | $2,111-84.6% |
| Participant deferral / active EE | $724 | $2,392-69.7% | $5,081-85.8% | $3,350-78.4% |
| Admin fee / account holder | $146 | $438-66.8% | $13,411-98.9% | $521-72.1% |