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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $478 |
AMERICA'S 401K, INC.1 year Filed as: AMERICA'S 401(K) INC Service code 13 · EIN 75-2261114 | Contract Administrator | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
PLANNING CORP OF AMERICA1 year Service code 28 · EIN 59-1199408 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,186 | $56,972-75.1% | $182,532-92.2% | $65,185-78.2% |
| Participation rate | 81.2% | 66.5%+14.7pp | 78.0%+3.2pp | 70.2%+11.0pp |
| Annual return | 45.48% | 27.67%+17.8pp | 148.54%-103.1pp | 29.38%+16.1pp |
| Employer contribution / active EE | $1,591 | $1,615-1.5% | $4,076-61.0% | $2,177-26.9% |
| Participant deferral / active EE | $6,247 | $3,526+77.2% | $5,524+13.1% | $3,514+77.8% |
| Admin fee / account holder | $6 | $528-98.8% | $8,592-99.9% | $847-99.2% |