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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $20,527 |
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES Service code 53 | Insurance Commissions | $9,990 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $600 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $0 |
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES INC Service code 53 · EIN 74-2470431 | Insurance Commissions | $0 |
QUALIFIED PLANS, LLC2+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $0 |
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 | $36,312 | $38,969-6.8% | $109,313-66.8% | $55,167-34.2% |
| Participation rate | 97.0% | 58.2%+38.8pp | 71.3%+25.8pp | 69.0%+28.0pp |
| Annual return | 6.84% | 8.26%-1.4pp | 22.07%-15.2pp | 169.23%-162.4pp |
| Employer contribution / active EE | $579 | $1,227-52.8% | $3,892-85.1% | $1,963-70.5% |
| Participant deferral / active EE | $1,526 | $2,176-29.8% | $3,166-51.8% | $3,054-50.0% |
| Admin fee / account holder | $185 | $501-63.0% | $5,666-96.7% | $504-63.2% |