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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,497 |
GENEOS WEALTH MANAGEMENT INC3 years Service code 53 · EIN 02-0580939 | Insurance Commissions | $9,209 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $2,890 |
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.
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 | $36,064 | $30,107+19.8% | $61,452-41.3% | $64,819-44.4% |
| Participation rate | 7.3% | 36.4%-29.1pp | 52.6%-45.3pp | 71.5%-64.2pp |
| Annual return | -14.08% | -13.99%-0.1pp | 338.96%-353.0pp | 32.84%-46.9pp |
| Employer contribution / active EE | $125 | $537-76.7% | $1,160-89.2% | $2,507-95.0% |
| Participant deferral / active EE | $283 | $1,126-74.9% | $2,125-86.7% | $4,311-93.4% |
| Admin fee / account holder | $279 | $148+88.4% | $2,131-86.9% | $188+48.7% |