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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $26,347 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,150 |
CREATIVE PLANNING LLC5 years Filed as: CREATIVE PLAN DESIGN, LTD Service code 13 90 MERRICK AVE · EAST MEADOW, NY 11554 | Contract Administrator | $3,600 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,947 | $84,784-51.7% | $98,462-58.4% | $74,473-45.0% |
| Participation rate | 72.7% | 81.5%-8.8pp | 75.2%-2.4pp | 70.7%+2.0pp |
| Annual return | 14.88% | 20.59%-5.7pp | 21.17%-6.3pp | 34.36%-19.5pp |
| Employer contribution / active EE | $0 | $3,364-100.0% | $3,049-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,530-100.0% |
| Admin fee / account holder | $8 | $204-96.2% | $8,875-99.9% | $347-97.7% |