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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,423 |
PPS PENSION & FINANCIAL SERVICES1+ years Filed as: PPS PENSION SERVICES Service code 13 · EIN 16-1062503 | Contract Administrator | $6,113 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $44,320 | $65,118-31.9% | $76,767-42.3% | $55,725-20.5% |
| Participation rate | 64.4% | 79.6%-15.2pp | 77.0%-12.5pp | 70.9%-6.4pp |
| Annual return | -6.35% | -1.27%-5.1pp | 2.43%-8.8pp | 244.93%-251.3pp |
| Employer contribution / active EE | $567 | $1,941-70.8% | $2,485-77.2% | $2,078-72.7% |
| Participant deferral / active EE | $2,081 | $3,688-43.6% | $3,852-46.0% | $3,356-38.0% |
| Admin fee / account holder | $57 | $116-51.1% | $6,675-99.2% | $115-50.9% |