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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,828,598 |
ERISA SERVICES, INC.3 years Service code 13 · EIN 62-1200951 | Contract Administrator | $23,460 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 26 · EIN 61-1732930 | Advisory (Participants) | $3 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-6872063 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $0 |
Participant 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 | $8,667 | $79,519-89.1% | $95,964-91.0% | $73,412-88.2% |
| Participation rate | 83.7% | 81.2%+2.6pp | 77.1%+6.7pp | 72.2%+11.6pp |
| Annual return | 18.30% | 19.20%-0.9pp | 91.64%-73.3pp | 59.30%-41.0pp |
| Employer contribution / active EE | $762 | $2,048-62.8% | $2,541-70.0% | $2,234-65.9% |
| Participant deferral / active EE | $1,705 | $4,138-58.8% | $4,167-59.1% | $3,806-55.2% |
| Admin fee / account holder | $118 | $184-35.7% | $6,797-98.3% | $158-25.0% |