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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 | $16,251 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $200 |
MY BENEFITS, LLC1+ years Service code 13 · EIN 45-2098380 | Contract Administrator | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 53 · EIN 51-0120742 | Insurance Commissions | $0 |
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 | $15,129 | $37,117-59.2% | $147,618-89.8% | $55,191-72.6% |
| Participation rate | 93.1% | 63.6%+29.5pp | 84.6%+8.5pp | 69.2%+24.0pp |
| Annual return | -4.36% | 3.44%-7.8pp | 61.98%-66.3pp | 10.78%-15.1pp |
| Employer contribution / active EE | $2,218 | $1,620+36.9% | $5,565-60.1% | $1,899+16.8% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $40 | $86-53.2% | $11,612-99.7% | $91-55.9% |