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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $6,321 |
EMPLOYEE FIDUCIARY, LLC5+ years Filed as: EMPLOYEE PLAN COMPLIANCE CO. OF LA Service code 50 · EIN 72-0837456 6555 PERKINS ROAD, SUITE 400 · BATON ROUGE, LA 70808 | Direct Payment | $5,568 |
Service code 10 | Accounting | $1,411 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 | Recordkeeping | $0 |
Filed as: MASS MUTUAL RETIREMENT SERVICES Service code 15 | Recordkeeping | $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.
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 | $22,210 | $86,341-74.3% | $125,192-82.3% | $65,185-65.9% |
| Participation rate | 57.6% | 75.3%-17.7pp | 79.8%-22.2pp | 70.2%-12.6pp |
| Annual return | 21.27% | 27.44%-6.2pp | 43.79%-22.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $672 | $2,040-67.0% | $3,866-82.6% | $2,177-69.1% |
| Participant deferral / active EE | $1,581 | $3,538-55.3% | $4,937-68.0% | $3,514-55.0% |
| Admin fee / account holder | $46 | $609-92.5% | $9,704-99.5% | $847-94.6% |