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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 PO BOX 1583 · HARTFORD, CT 061441583 | Recordkeeping | $1,350 |
WRIGHT RETIREMENT SERVICES, LLC1 year Filed as: WRIGHT RETIREMENT SERVICES LLC Service code 99 · EIN 58-2464392 PO BOX 5385 · VALDOSTA, GA 316035385 | Other Fees | $250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,849 | $98,982-41.6% | $162,163-64.3% | $65,185-11.3% |
| Participation rate | 78.1% | 85.8%-7.7pp | 87.6%-9.5pp | 70.2%+7.9pp |
| Annual return | 15.29% | 24.84%-9.5pp | 115.59%-100.3pp | 29.38%-14.1pp |
| Employer contribution / active EE | $1,689 | $3,467-51.3% | $5,614-69.9% | $2,177-22.4% |
| Participant deferral / active EE | $2,690 | $5,384-50.0% | $7,298-63.1% | $3,514-23.5% |
| Admin fee / account holder | $18 | $596-97.0% | $10,843-99.8% | $847-97.9% |