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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSR CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $18,575 |
Filed as: EDWARD D. JONES & CO LP Service code 27 · EIN 43-0345811 | Advisory (Plan) | $5,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,682 | $55,453-80.7% | $170,435-93.7% | $62,293-82.9% |
| Participation rate | 69.5% | 66.4%+3.2pp | 83.6%-14.1pp | 69.5%0pp |
| Annual return | 15.55% | 21.38%-5.8pp | 205.94%-190.4pp | 28.90%-13.3pp |
| Employer contribution / active EE | $686 | $2,164-68.3% | $5,432-87.4% | $2,042-66.4% |
| Participant deferral / active EE | $1,021 | $2,303-55.7% | $4,939-79.3% | $3,169-67.8% |
| Admin fee / account holder | $96 | $455-78.8% | $13,881-99.3% | $479-79.9% |