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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-2530412 | Contract Administrator | $44,162 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 49 · EIN 04-1590850 | Other Services | $25,321 |
CITRIN COOPERMAN2 years Service code 10 · EIN 22-2428965 | Accounting | $16,075 |
LPL FINANCIAL4 years Service code 17 · EIN 95-2834236 | Pension Consulting | $16,002 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 | Other Services | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PARNASSUS3 years Service code 52 · EIN 94-6579180 | Indirect Investment Fees | $0 |
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 | $13,702 | $62,928-78.2% | $172,753-92.1% | $67,582-79.7% |
| Participation rate | 89.1% | 64.5%+24.7pp | 82.6%+6.5pp | 71.3%+17.9pp |
| Annual return | 23.35% | 30.36%-7.0pp | 803.00%-779.7pp | 378.57%-355.2pp |
| Employer contribution / active EE | $535 | $1,636-67.3% | $5,144-89.6% | $2,148-75.1% |
| Participant deferral / active EE | $1,519 | $2,145-29.2% | $5,198-70.8% | $3,539-57.1% |
| Admin fee / account holder | $102 | $167-38.5% | $13,956-99.3% | $142-28.0% |