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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $7,713 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $360 |
ACUFF & ASSOCIATES, INC.1+ years Service code 13 · EIN 62-1477251 | Contract Administrator | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 9785 TOWNE CENTER DRIVE · SAN DIEGO, CA 92121 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,364 | $46,732-45.7% | $156,551-83.8% | $55,167-54.0% |
| Participation rate | 51.6% | 65.8%-14.2pp | 84.0%-32.4pp | 69.0%-17.4pp |
| Annual return | 0.42% | 17.72%-17.3pp | 32.23%-31.8pp | 169.23%-168.8pp |
| Employer contribution / active EE | $688 | $2,105-67.3% | $5,501-87.5% | $1,963-64.9% |
| Participant deferral / active EE | $1,999 | $2,204-9.3% | $4,871-59.0% | $3,054-34.5% |
| Admin fee / account holder | $99 | $418-76.3% | $13,028-99.2% | $504-80.3% |