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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $14,909 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,563 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,761 | $72,620-10.8% | $90,756-28.6% | $66,930-3.2% |
| Participation rate | 87.2% | 73.7%+13.5pp | 75.7%+11.5pp | 69.8%+17.4pp |
| Annual return | -14.54% | -12.28%-2.3pp | -12.16%-2.4pp | 1.57%-16.1pp |
| Employer contribution / active EE | $2,100 | $2,369-11.4% | $2,922-28.1% | $2,545-17.5% |
| Participant deferral / active EE | $3,362 | $3,979-15.5% | $4,565-26.4% | $4,238-20.7% |
| Admin fee / account holder | $99 | $707-85.9% | $8,445-98.8% | $593-83.2% |