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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $22,225 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $13,746 |
Filed as: MALCOLM THOMPSON AND ASSOCIATES, IN Service code 13 · EIN 26-4203770 | Contract Administrator | $1,223 |
Filed as: ECONOMIC GROUP PENSION SERVIES, INC Service code 13 | Contract Administrator | $1,048 |
EGPS1 year Service code 13 · EIN 13-3180178 | Contract Administrator | $800 |
Filed as: ECONOMIC GROUP PENSION SERVICES, IN Service code 13 · EIN 13-3180178 | Contract Administrator | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,168 | $65,083-32.1% | $143,788-69.3% | $66,930-34.0% |
| Participation rate | 80.9% | 65.2%+15.7pp | 80.3%+0.6pp | 69.8%+11.1pp |
| Annual return | -15.44% | -11.13%-4.3pp | -0.03%-15.4pp | 1.57%-17.0pp |
| Employer contribution / active EE | $1,744 | $2,361-26.1% | $4,952-64.8% | $2,545-31.5% |
| Participant deferral / active EE | $1,964 | $2,920-32.8% | $5,638-65.2% | $4,238-53.7% |
| Admin fee / account holder | $219 | $502-56.4% | $14,675-98.5% | $593-63.1% |