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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $35,694 |
Filed as: JPMORGAN Service code 99 · EIN 33-1043149 | Other Fees | $4,889 |
MERRIL LYNCH1 year Filed as: MERRIL LYNCH LIFE AGENCY Service code 99 · EIN 13-2808480 | Other Fees | $0 |
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.
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 | $37,981 | $54,368-30.1% | $117,039-67.5% | $62,292-39.0% |
| Participation rate | 55.2% | 64.9%-9.8pp | 77.2%-22.0pp | 69.5%-14.3pp |
| Annual return | 22.28% | 21.77%+0.5pp | 18.95%+3.3pp | 28.90%-6.6pp |
| Employer contribution / active EE | $419 | $1,692-75.3% | $3,785-88.9% | $2,042-79.5% |
| Participant deferral / active EE | $2,285 | $2,269+0.7% | $3,929-41.8% | $3,169-27.9% |
| Admin fee / account holder | $23 | $493-95.4% | $5,974-99.6% | $479-95.2% |