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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,985 |
FARMER & BETTS2 years Service code 13 | Contract Administrator | $0 |
FARMER & BETTS2 years Filed as: FARMER & BETTS - CO Service code 13 709 W. LITTLETON BLVD #106 · LITTLETON, CO 80120 | Contract Administrator | $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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $60,984 | $58,093+5.0% | $80,022-23.8% | $56,287+8.3% |
| Participation rate | 51.2% | 73.6%-22.5pp | 75.8%-24.7pp | 69.9%-18.7pp |
| Annual return | -8.23% | 34.63%-42.9pp | 11.22%-19.4pp | -9.96%+1.7pp |
| Employer contribution / active EE | $1,914 | $1,933-0.9% | $2,468-22.4% | $2,111-9.3% |
| Participant deferral / active EE | $3,449 | $3,136+10.0% | $3,686-6.4% | $3,350+3.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |