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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
NFP RETIREMENT INC3+ years Filed as: NFP SECURITIES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $0 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $63,571 | $55,453+14.6% | $170,435-62.7% | $62,293+2.1% |
| Participation rate | 68.7% | 66.4%+2.3pp | 83.6%-14.9pp | 69.5%-0.9pp |
| Annual return | 25.68% | 21.38%+4.3pp | 205.94%-180.3pp | 28.90%-3.2pp |
| Employer contribution / active EE | $1,749 | $2,164-19.2% | $5,432-67.8% | $2,042-14.4% |
| Participant deferral / active EE | $3,229 | $2,303+40.2% | $4,939-34.6% | $3,169+1.9% |
| Admin fee / account holder | $283 | $455-37.9% | $13,881-98.0% | $479-41.0% |