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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $19,272 |
CETERA ADVISOR NETWORKS LLC2+ years Service code 53 · EIN 95-3845382 200 N SPEULVEDA BLVD · EL SUGUNDO, CA 902455670 | Insurance Commissions | $16,738 |
AVINTUS2+ years Filed as: AVINTUS LLC Service code 13 · EIN 04-3682160 113 SEABOARD LANE, SUITE B150 · FRANKLIN, TN 37067 | Contract Administrator | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,026 | $80,753-49.2% | $136,297-69.9% | $62,293-34.1% |
| Participation rate | 29.4% | 73.5%-44.1pp | 81.9%-52.5pp | 69.5%-40.1pp |
| Annual return | 12.92% | 35.83%-22.9pp | 5156.19%-5143.3pp | 28.90%-16.0pp |
| Employer contribution / active EE | $441 | $2,884-84.7% | $4,696-90.6% | $2,042-78.4% |
| Participant deferral / active EE | $779 | $5,164-84.9% | $6,247-87.5% | $3,169-75.4% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |