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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO 04 Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,792 |
Filed as: NATIONAL RETIREMENT SERVICES - CHAR Service code 13 | Contract Administrator | $1,737 |
Filed as: NATIONAL RETIREMENT SERVICES Service code 13 · EIN 33-0962367 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $40,363 | $50,637-20.3% | $86,582-53.4% | $62,293-35.2% |
| Participation rate | 59.8% | 67.9%-8.1pp | 73.5%-13.7pp | 69.5%-9.7pp |
| Annual return | 15.58% | 20.80%-5.2pp | 965.08%-949.5pp | 28.90%-13.3pp |
| Employer contribution / active EE | $1,461 | $2,075-29.6% | $2,839-48.5% | $2,042-28.4% |
| Participant deferral / active EE | $2,430 | $2,611-6.9% | $3,609-32.7% | $3,169-23.3% |
| Admin fee / account holder | $20 | $413-95.2% | $4,904-99.6% | $479-95.9% |