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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $33,819 |
PENSION ASSURANCE LLP4+ years Filed as: KB PENSION SERVICES, INC Service code 13 · EIN 65-0721164 | Contract Administrator | $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 | $15,454 | $44,873-65.6% | $79,467-80.6% | $56,289-72.5% |
| Participation rate | 91.2% | 68.7%+22.4pp | 73.3%+17.8pp | 69.9%+21.3pp |
| Annual return | -6.22% | 0.81%-7.0pp | 718.30%-724.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $2,352 | $2,140+9.9% | $2,800-16.0% | $2,111+11.4% |
| Participant deferral / active EE | $557 | $2,746-79.7% | $3,704-85.0% | $3,350-83.4% |
| Admin fee / account holder | $148 | $418-64.6% | $5,104-97.1% | $521-71.5% |