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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $216,152 |
Filed as: EMPOWER ANNUITY COMPANY OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,999 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $56,898 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,358 | $95,918-76.7% | $151,639-85.3% | $77,906-71.3% |
| Participation rate | 60.8% | 88.7%-28.0pp | 87.5%-26.7pp | 73.7%-12.9pp |
| Annual return | -14.34% | -5.50%-8.8pp | 3.34%-17.7pp | 12.16%-26.5pp |
| Employer contribution / active EE | $490 | $4,330-88.7% | $6,165-92.1% | $2,846-82.8% |
| Participant deferral / active EE | $2,157 | $7,508-71.3% | $8,363-74.2% | $4,805-55.1% |
| Admin fee / account holder | $115 | $93+23.0% | $11,613-99.0% | $133-13.5% |