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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 · EIN 61-1732930 | Advisory (Plan) | $3,590 |
PPS PENSION & FINANCIAL SERVICES2+ years Filed as: PPS PENSION SERVICES Service code 13 · EIN 16-1062503 | Contract Administrator | $2,967 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,280 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,171 | $65,378+5.8% | $87,103-20.6% | $65,186+6.1% |
| Participation rate | 31.7% | 75.3%-43.7pp | 76.9%-45.2pp | 70.2%-38.5pp |
| Annual return | 7.43% | 31.28%-23.8pp | 28.19%-20.8pp | 29.39%-22.0pp |
| Employer contribution / active EE | $991 | $1,823-45.7% | $2,521-60.7% | $2,177-54.5% |
| Participant deferral / active EE | $846 | $3,389-75.0% | $4,049-79.1% | $3,514-75.9% |
| Admin fee / account holder | $83 | $520-84.1% | $7,491-98.9% | $847-90.3% |