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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $34,236 |
PENSION ASSURANCE LLP3+ 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.
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 | $18,124 | $50,637-64.2% | $86,582-79.1% | $62,293-70.9% |
| Participation rate | 83.5% | 67.9%+15.6pp | 73.5%+10.0pp | 69.5%+14.0pp |
| Annual return | 14.06% | 20.80%-6.7pp | 965.08%-951.0pp | 28.90%-14.8pp |
| Employer contribution / active EE | $2,283 | $2,075+10.0% | $2,839-19.6% | $2,042+11.8% |
| Participant deferral / active EE | $461 | $2,611-82.3% | $3,609-87.2% | $3,169-85.5% |
| Admin fee / account holder | $167 | $413-59.6% | $4,904-96.6% | $479-65.2% |