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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $3,172 |
Filed as: MILLENNIUM TRUST COMPANY LLC Service code 49 · EIN 36-4400066 | Other Services | $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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,591 | $46,722-30.2% | $130,648-75.1% | $65,185-50.0% |
| Participation rate | 65.4% | 60.9%+4.4pp | 71.7%-6.4pp | 70.2%-4.8pp |
| Annual return | 5.48% | 24.17%-18.7pp | 1708.96%-1703.5pp | 29.38%-23.9pp |
| Employer contribution / active EE | $1,101 | $1,488-26.0% | $4,092-73.1% | $2,177-49.4% |
| Participant deferral / active EE | $1,667 | $2,545-34.5% | $3,603-53.7% | $3,514-52.6% |
| Admin fee / account holder | $33 | $453-92.8% | $5,464-99.4% | $847-96.1% |