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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,998 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 71 · EIN 95-2834236 | Brokerage Fees | $0 |
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 | $54,260 | $75,419-28.1% | $392,568-86.2% | $67,579-19.7% |
| Participation rate | 99.6% | 74.8%+24.8pp | 78.1%+21.6pp | 71.3%+28.4pp |
| Annual return | 30.49% | 36.70%-6.2pp | 24.42%+6.1pp | 378.56%-348.1pp |
| Employer contribution / active EE | $2,392 | $2,636-9.2% | $3,783-36.8% | $2,148+11.4% |
| Participant deferral / active EE | $2,965 | $4,347-31.8% | $5,985-50.5% | $3,539-16.2% |
| Admin fee / account holder | $11 | $114-89.9% | $6,260-99.8% | $142-91.9% |