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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) | $3,141 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,499 |
PPS PENSION & FINANCIAL SERVICES1+ years Service code 13 | Contract Administrator | $2,362 |
PPS PENSION & FINANCIAL SERVICES1+ years Filed as: PPS PENSION & FINANCIAL SVCS Service code 13 · EIN 16-1062503 | Contract Administrator | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,514 | $59,191-73.8% | $76,767-79.8% | $56,289-72.4% |
| Participation rate | 70.0% | 75.2%-5.2pp | 77.0%-7.0pp | 69.9%+0.1pp |
| Annual return | -0.93% | 6.62%-7.6pp | 2.43%-3.4pp | -9.96%+9.0pp |
| Employer contribution / active EE | $499 | $1,759-71.7% | $2,485-79.9% | $2,111-76.4% |
| Participant deferral / active EE | $1,120 | $3,255-65.6% | $3,852-70.9% | $3,350-66.6% |
| Admin fee / account holder | $28 | $489-94.4% | $6,675-99.6% | $521-94.7% |