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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,446 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $0 |
Filed as: PENTEC PENSION MGMT GROUP, INC. Service code 13 · EIN 75-2776689 | Contract Administrator | $0 |
TOM PARAVOLA1+ years Filed as: TOM H KYLE Service code 53 123 N. CROCKETT ST., STE. 300 · SHERMAN, TX 75090 | Insurance Commissions | $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.
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 | $11,197 | $72,177-84.5% | $115,038-90.3% | $59,633-81.2% |
| Participation rate | 53.1% | 72.6%-19.5pp | 81.4%-28.3pp | 68.7%-15.6pp |
| Annual return | 0.14% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $796 | $4,783-83.4% | $6,026-86.8% | $3,192-75.1% |
| Admin fee / account holder | $110 | $4,927-97.8% | $8,175-98.7% | $4,297-97.4% |