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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,337 |
PPS PENSION & FINANCIAL SERVICES1+ years Filed as: PPS PENSION AND FINANCIAL SERVICES Service code 13 | Contract Administrator | $8,071 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $1,909 |
PPS PENSION & FINANCIAL SERVICES1+ years Filed as: PPS PENSION SERVICES Service code 13 · EIN 16-1062503 | Contract Administrator | $1,706 |
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.
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 | $17,887 | $59,191-69.8% | $76,767-76.7% | $56,289-68.2% |
| Participation rate | 57.2% | 75.2%-18.0pp | 77.0%-19.7pp | 69.9%-12.6pp |
| Annual return | -6.35% | 6.62%-13.0pp | 2.43%-8.8pp | -9.96%+3.6pp |
| Employer contribution / active EE | $860 | $1,759-51.1% | $2,485-65.4% | $2,111-59.3% |
| Participant deferral / active EE | $1,190 | $3,255-63.4% | $3,852-69.1% | $3,350-64.5% |
| Admin fee / account holder | $115 | $489-76.4% | $6,675-98.3% | $521-77.8% |