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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $4,174 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $179 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,180 | $86,655-62.9% | $119,622-73.1% | $66,938-51.9% |
| Participation rate | 97.2% | 75.6%+21.6pp | 79.3%+17.9pp | 69.8%+27.4pp |
| Annual return | -18.07% | -8.00%-10.1pp | -14.98%-3.1pp | 1.58%-19.7pp |
| Employer contribution / active EE | $2,280 | $2,536-10.1% | $4,232-46.1% | $2,545-10.4% |
| Participant deferral / active EE | $4,042 | $4,358-7.2% | $5,601-27.8% | $4,238-4.6% |
| Admin fee / account holder | $20 | $755-97.4% | $10,328-99.8% | $594-96.7% |