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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACUTSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $11,983 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $2,471 |
FRANKLIN TEMPLETON6 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $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.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,002 | $51,226-74.6% | $82,744-84.3% | $66,938-80.6% |
| Participation rate | 9.6% | 67.9%-58.3pp | 72.6%-63.0pp | 69.8%-60.2pp |
| Annual return | -12.90% | -9.61%-3.3pp | 702.22%-715.1pp | 1.58%-14.5pp |
| Employer contribution / active EE | $44 | $2,612-98.3% | $3,008-98.5% | $2,545-98.3% |
| Participant deferral / active EE | $268 | $3,460-92.3% | $4,395-93.9% | $4,238-93.7% |
| Admin fee / account holder | $133 | $416-67.9% | $5,325-97.5% | $594-77.6% |