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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,164 |
ASCENSUS LLC1 year Filed as: AVINTUS LLC AN ASCENSUS CO Service code 13 · EIN 04-3682160 | Contract Administrator | $1,575 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,028 | $84,936-18.7% | $111,308-38.0% | $79,391-13.1% |
| Participation rate | 46.2% | 75.9%-29.6pp | 77.3%-31.1pp | 70.7%-24.5pp |
| Annual return | 11.48% | 17.45%-6.0pp | 54.67%-43.2pp | 116.88%-105.4pp |
| Employer contribution / active EE | $780 | $1,979-60.6% | $2,732-71.4% | $2,428-67.9% |
| Participant deferral / active EE | $1,336 | $3,888-65.6% | $4,487-70.2% | $4,046-67.0% |
| Admin fee / account holder | $235 | $537-56.2% | $7,965-97.0% | $627-62.5% |