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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 | $6,887 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,622 | $37,117-52.5% | $147,617-88.1% | $55,191-68.1% |
| Participation rate | 65.7% | 63.6%+2.1pp | 84.6%-18.9pp | 69.2%-3.5pp |
| Annual return | 4.75% | 3.44%+1.3pp | 61.98%-57.2pp | 10.78%-6.0pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,449 | $1,985-27.0% | $4,895-70.4% | $3,046-52.4% |
| Admin fee / account holder | $26 | $86-70.0% | $11,612-99.8% | $91-71.7% |