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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHERIDAN ROAD FINANCIAL LLC Service code 50 · EIN 13-4284239 | Direct Payment | $12,986 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,400 |
RELIANCE TRUST COMPANY2 years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
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).
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 | $12,779 | $45,382-71.8% | $154,108-91.7% | $75,289-83.0% |
| Participation rate | 25.1% | 65.9%-40.8pp | 83.0%-57.9pp | 72.4%-47.3pp |
| Annual return | -2.82% | -0.47%-2.4pp | 735.21%-738.0pp | -0.04%-2.8pp |
| Employer contribution / active EE | $437 | $1,533-71.5% | $5,298-91.7% | $2,405-81.8% |
| Participant deferral / active EE | $683 | $2,384-71.4% | $5,081-86.6% | $3,739-81.7% |
| Admin fee / account holder | $0 | $89-100.0% | $13,411-100.0% | $102-100.0% |