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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,887 |
MY BENEFITS, LLC1 year Service code 13 · EIN 45-2098380 | Contract Administrator | $5,450 |
Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 53 · EIN 51-0120742 | Insurance Commissions | $3,091 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $649 |
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 | $15,477 | $36,916-58.1% | $156,551-90.1% | $57,658-73.2% |
| Participation rate | 74.0% | 63.4%+10.6pp | 84.0%-10.0pp | 70.2%+3.8pp |
| Annual return | 5.83% | 12.38%-6.5pp | 32.23%-26.4pp | 5.13%+0.7pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,311 | $1,926-31.9% | $4,871-73.1% | $3,061-57.2% |
| Admin fee / account holder | $17 | $82-79.7% | $13,028-99.9% | $95-82.3% |