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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $11,835 |
GIRARD SECURITIES INC3+ years Filed as: GIRARD SECURITIES Service code 53 · EIN 33-0394862 2286 N. STATE COLLEGE BLVD. · FULLERTON, CA 92831 | Insurance Commissions | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,629 | $69,305-65.9% | $82,312-71.3% | $69,631-66.1% |
| Participation rate | 53.1% | 80.3%-27.2pp | 76.9%-23.8pp | 70.7%-17.6pp |
| Annual return | 67.49% | 21.47%+46.0pp | 25.88%+41.6pp | 27571.02%-27503.5pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $944 | $3,568-73.5% | $3,706-74.5% | $3,224-70.7% |
| Admin fee / account holder | $58 | $97-40.3% | $5,608-99.0% | $110-47.5% |