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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $8,926 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $8,800 |
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.
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 | $46,966 | $81,474-42.4% | $133,956-64.9% | $73,488-36.1% |
| Participation rate | 66.9% | 76.4%-9.5pp | 79.8%-12.9pp | 70.7%-3.8pp |
| Annual return | 10.80% | 19.40%-8.6pp | 45.09%-34.3pp | 28.51%-17.7pp |
| Employer contribution / active EE | $592 | $2,209-73.2% | $3,919-84.9% | $2,270-73.9% |
| Participant deferral / active EE | $4,138 | $3,786+9.3% | $5,048-18.0% | $3,740+10.6% |
| Admin fee / account holder | $128 | $713-82.0% | $8,927-98.6% | $513-75.0% |