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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Float revenue; Recordkeeping fees | $18,041 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,246 |
Service code 13 · EIN 74-5533381 | Contract Administrator | $0 |
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 | $13,125 | $106,236-87.6% | $112,258-88.3% | $64,814-79.7% |
| Participation rate | 73.7% | 71.7%+2.1pp | 75.1%-1.3pp | 71.5%+2.3pp |
| Annual return | -12.63% | -6.02%-6.6pp | 27.47%-40.1pp | 32.84%-45.5pp |
| Employer contribution / active EE | $362 | $3,166-88.6% | $3,636-90.1% | $2,507-85.6% |
| Participant deferral / active EE | $1,796 | $3,785-52.5% | $4,728-62.0% | $4,310-58.3% |
| Admin fee / account holder | $87 | $452-80.8% | $6,411-98.7% | $188-53.9% |