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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 49 · EIN 04-1590850 | Other Services | $8,233 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $2,931 |
AB FUNDS1 year Service code 52 · EIN 13-3747683 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: ENVESTNET RETIRMENT SOLUTIONS Service code 27 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $8,570 | $47,977-82.1% | $154,114-94.4% | $56,287-84.8% |
| Participation rate | 50.0% | 66.2%-16.2pp | 83.0%-33.0pp | 69.9%-19.9pp |
| Annual return | -0.35% | 3.54%-3.9pp | 735.16%-735.5pp | -9.96%+9.6pp |
| Employer contribution / active EE | $257 | $2,169-88.1% | $5,298-95.1% | $2,111-87.8% |
| Participant deferral / active EE | $521 | $2,392-78.2% | $5,081-89.7% | $3,350-84.4% |
| Admin fee / account holder | $102 | $438-76.8% | $13,411-99.2% | $521-80.5% |