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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL RETIREMENT SERVICES - CHAR Service code 13 | Contract Administrator | $2,486 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO 04 Service code 49 · EIN 04-1590850 | Other Services | $1,340 |
ASCENSUS LLC1 year Filed as: ASCENSUS CONSULTING Service code 13 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Contract Administrator | $100 |
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 | $39,118 | $44,873-12.8% | $79,467-50.8% | $56,289-30.5% |
| Participation rate | 63.0% | 68.7%-5.7pp | 73.3%-10.3pp | 69.9%-6.9pp |
| Annual return | -3.96% | 0.81%-4.8pp | 718.30%-722.3pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,740 | $2,140-18.7% | $2,800-37.9% | $2,111-17.6% |
| Participant deferral / active EE | $2,861 | $2,746+4.2% | $3,704-22.8% | $3,350-14.6% |
| Admin fee / account holder | $16 | $418-96.1% | $5,104-99.7% | $521-96.9% |