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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $13,097 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,996 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 1102 CHESTNUT HILLS PKWY SUITE 100 · FORT WAYNE, IN 46814 | Contract Administrator | $1,700 |
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.
Employer contribution per participant 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 | $64,944 | $65,437-0.8% | $86,698-25.1% | $66,949-3.0% |
| Participation rate | 46.0% | 75.5%-29.5pp | 76.6%-30.6pp | 69.8%-23.8pp |
| Annual return | -12.71% | -10.91%-1.8pp | 35.96%-48.7pp | 1.57%-14.3pp |
| Employer contribution / active EE | $674 | $2,154-68.7% | $2,837-76.2% | $2,545-73.5% |
| Participant deferral / active EE | $1,136 | $4,102-72.3% | $4,656-75.6% | $4,239-73.2% |
| Admin fee / account holder | $236 | $642-63.3% | $7,492-96.9% | $594-60.3% |