Filed February 20, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $14,590 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINACIAL SERVICES INS AGENCY Service code 53 | Insurance Commissions | $6,555 |
BSP CONSULTING2 years Filed as: BSP RETIREMENT SERVICES Service code 13 · EIN 71-1039549 | Contract Administrator | $0 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INS AGENCY Service code 53 · EIN 51-0120742 | Insurance Commissions | $0 |
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 | $17,558 | $51,620-66.0% | $90,304-80.6% | $65,185-73.1% |
| Participation rate | 53.6% | 68.6%-15.0pp | 73.3%-19.6pp | 70.2%-16.6pp |
| Annual return | 23.53% | 24.94%-1.4pp | 78.13%-54.6pp | 29.38%-5.9pp |
| Employer contribution / active EE | $1,609 | $2,235-28.0% | $2,855-43.6% | $2,177-26.1% |
| Participant deferral / active EE | $2,393 | $2,871-16.6% | $3,885-38.4% | $3,514-31.9% |
| Admin fee / account holder | $131 | $384-65.8% | $5,354-97.5% | $847-84.5% |