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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $31,098 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,448 |
MY BENEFITS, LLC4 years Service code 13 · EIN 45-2098380 | Contract Administrator | $5,140 |
Filed as: MORGAN STANLEY INS SVC I Service code 55 1 NEW YORK PLZ 12TH FL · MANHATTAN, NY 10004 | Other Commissions | $3,143 |
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 | $60,159 | $65,437-8.1% | $86,698-30.6% | $66,949-10.1% |
| Participation rate | 73.4% | 75.5%-2.0pp | 76.6%-3.2pp | 69.8%+3.6pp |
| Annual return | -13.06% | -10.91%-2.1pp | 35.96%-49.0pp | 1.57%-14.6pp |
| Employer contribution / active EE | $3,760 | $2,154+74.6% | $2,837+32.5% | $2,545+47.7% |
| Participant deferral / active EE | $5,492 | $4,102+33.9% | $4,656+17.9% | $4,239+29.5% |
| Admin fee / account holder | $276 | $642-57.0% | $7,492-96.3% | $594-53.5% |