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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,890 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 71 · EIN 95-2834236 | Brokerage Fees | $0 |
Annual investment return 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 | $60,556 | $82,093-26.2% | $379,746-84.1% | $73,412-17.5% |
| Participation rate | 99.6% | 76.8%+22.8pp | 78.4%+21.2pp | 72.2%+27.5pp |
| Annual return | 11.55% | 18.89%-7.3pp | 34.90%-23.4pp | 59.30%-47.7pp |
| Employer contribution / active EE | $2,583 | $2,847-9.3% | $3,540-27.0% | $2,234+15.6% |
| Participant deferral / active EE | $3,201 | $4,697-31.9% | $6,024-46.9% | $3,806-15.9% |
| Admin fee / account holder | $63 | $128-51.0% | $7,927-99.2% | $158-60.4% |