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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $74,768 |
Service code 27 · EIN 39-1468428 | Advisory (Plan) | $20,610 |
Filed as: BENEFIT ADMINISTRATION INC Service code 13 · EIN 39-1884254 | Contract Administrator | $8,476 |
TG BENEFITS, INC.1 year Filed as: TG BENEFITS INC Service code 13 | Contract Administrator | $2,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,255 | $80,177-79.7% | $123,894-86.9% | $57,658-71.8% |
| Participation rate | 57.6% | 74.4%-16.9pp | 81.4%-23.9pp | 70.2%-12.7pp |
| Annual return | 9.02% | 17.90%-8.9pp | 47.52%-38.5pp | 5.13%+3.9pp |
| Employer contribution / active EE | $236 | $2,913-91.9% | $4,617-94.9% | $1,974-88.1% |
| Participant deferral / active EE | $2,578 | $5,130-49.8% | $5,984-56.9% | $3,061-15.8% |
| Admin fee / account holder | $144 | $106+35.2% | $8,357-98.3% | $95+52.1% |