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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP4+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $11,160 |
CHARLES W. SNADER, P.C.2 years Filed as: CHARLES W. SNADER PC Service code 10 · EIN 54-1873714 | Accounting | $8,450 |
Filed as: MASS MUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $4,070 |
Filed as: MASS MUTUAL RETIREMENT SERVICES,LLC Service code 59 | Shareholder Servicing | $0 |
Filed as: RAYMOND JAMES FINANCIAL SRVC Service code 26 · EIN 59-1531281 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,727 | $47,977-81.8% | $154,108-94.3% | $56,289-84.5% |
| Participation rate | 57.1% | 66.2%-9.0pp | 83.0%-25.9pp | 69.9%-12.7pp |
| Annual return | 6.90% | 3.54%+3.4pp | 735.21%-728.3pp | -9.96%+16.9pp |
| Employer contribution / active EE | $477 | $2,169-78.0% | $5,298-91.0% | $2,111-77.4% |
| Participant deferral / active EE | $1,255 | $2,392-47.5% | $5,081-75.3% | $3,350-62.5% |
| Admin fee / account holder | $125 | $438-71.4% | $13,411-99.1% | $521-76.0% |