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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSR CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $16,302 |
Filed as: EDWARD D. JONES & CO LP Service code 53 · EIN 43-0345811 | Insurance Commissions | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,992 | $46,732-78.6% | $156,551-93.6% | $55,167-81.9% |
| Participation rate | 74.3% | 65.8%+8.5pp | 84.0%-9.7pp | 69.0%+5.3pp |
| Annual return | 6.12% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $782 | $2,105-62.9% | $5,501-85.8% | $1,963-60.2% |
| Participant deferral / active EE | $1,100 | $2,204-50.1% | $4,871-77.4% | $3,054-64.0% |
| Admin fee / account holder | $87 | $418-79.3% | $13,028-99.3% | $504-82.8% |