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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $33,093 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,821 | $47,898-12.7% | $117,533-64.4% | $64,819-35.5% |
| Participation rate | 42.7% | 61.9%-19.2pp | 70.6%-27.9pp | 71.5%-28.8pp |
| Annual return | -16.40% | -15.54%-0.9pp | 29.77%-46.2pp | 32.84%-49.2pp |
| Employer contribution / active EE | $640 | $1,774-63.9% | $4,179-84.7% | $2,507-74.5% |
| Participant deferral / active EE | $2,208 | $3,151-29.9% | $4,072-45.8% | $4,311-48.8% |
| Admin fee / account holder | $176 | $132+33.8% | $5,647-96.9% | $188-6.1% |