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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $27,052 |
PENSION ASSURANCE LLP2+ years Filed as: KB PENSION SERVICES, INC Service code 13 · EIN 65-0721164 | Contract Administrator | $0 |
Service code 53 · EIN 13-5674085 | Insurance Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,939 | $43,423-67.9% | $78,676-82.3% | $55,167-74.7% |
| Participation rate | 86.3% | 68.0%+18.3pp | 73.6%+12.8pp | 69.0%+17.3pp |
| Annual return | 9.16% | 11.53%-2.4pp | 62.19%-53.0pp | 169.23%-160.1pp |
| Employer contribution / active EE | $2,200 | $1,997+10.2% | $2,850-22.8% | $1,963+12.1% |
| Participant deferral / active EE | $447 | $2,509-82.2% | $3,517-87.3% | $3,054-85.4% |
| Admin fee / account holder | $123 | $416-70.5% | $4,510-97.3% | $504-75.7% |