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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,732 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,357 |
AB FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 | Indirect Investment Fees | $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 | $36,839 | $91,198-59.6% | $178,503-79.4% | $79,856-53.9% |
| Participation rate | 45.6% | 69.2%-23.7pp | 81.9%-36.4pp | 69.6%-24.1pp |
| Annual return | 11.10% | 24.20%-13.1pp | 151.12%-140.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $691 | $3,257-78.8% | $5,011-86.2% | $2,471-72.0% |
| Participant deferral / active EE | $1,847 | $3,237-42.9% | $5,202-64.5% | $3,741-50.6% |
| Admin fee / account holder | $169 | $6,748-97.5% | $13,987-98.8% | $5,306-96.8% |