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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,804 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,264 |
AB FUNDS2 years Service code 52 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2 years Service code 52 | Indirect Investment Fees | $0 |
EATON VANCE2 years Service code 52 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,045 | $95,406-55.9% | $185,849-77.4% | $85,847-51.0% |
| Participation rate | 45.1% | 68.8%-23.6pp | 81.7%-36.6pp | 69.3%-24.2pp |
| Annual return | 11.39% | 23.59%-12.2pp | 122.10%-110.7pp | 318.61%-307.2pp |
| Employer contribution / active EE | $940 | $3,314-71.6% | $5,169-81.8% | $2,565-63.4% |
| Participant deferral / active EE | $2,385 | $3,424-30.3% | $5,569-57.2% | $3,952-39.7% |
| Admin fee / account holder | $217 | $7,214-97.0% | $16,244-98.7% | $6,261-96.5% |