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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $30,280 |
LPL FINANCIAL7+ years Service code 27 · EIN 95-2834236 600 BYPASS DRIVE · CLEARWATER, FL 33764 | Advisory (Plan) | $14,538 |
PENSERV PLAN SERVICES, INC.7+ years Filed as: PENSERVCO, INC. Service code 13 · EIN 59-3634521 600 BYPASS DRIVE · CLEARWATER, FL 33764 | Contract Administrator | $3,000 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $50 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,061 | $93,131-74.2% | $106,548-77.4% | $86,799-72.3% |
| Participation rate | 82.3% | 81.4%+0.9pp | 76.1%+6.2pp | 72.3%+10.1pp |
| Annual return | 14.00% | 19.45%-5.5pp | 26.80%-12.8pp | 97.91%-83.9pp |
| Employer contribution / active EE | $303 | $2,895-89.5% | $2,819-89.2% | $2,405-87.4% |
| Participant deferral / active EE | $2,023 | $4,708-57.0% | $4,398-54.0% | $4,131-51.0% |
| Admin fee / account holder | $100 | $145-31.1% | $7,407-98.7% | $170-41.1% |