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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,712 |
PPS PENSION & FINANCIAL SERVICES3+ years Service code 13 | Contract Administrator | $3,425 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $820 |
PPS PENSION & FINANCIAL SERVICES3+ years Filed as: PPS PENSION & FINANCIAL SVCS Service code 13 · EIN 16-1062503 | Contract Administrator | $0 |
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.
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,967 | $73,638-86.5% | $95,964-89.6% | $73,497-86.4% |
| Participation rate | 54.6% | 76.2%-21.5pp | 77.1%-22.4pp | 70.7%-16.0pp |
| Annual return | 7.95% | 16.78%-8.8pp | 91.64%-83.7pp | 28.51%-20.6pp |
| Employer contribution / active EE | $442 | $1,863-76.3% | $2,541-82.6% | $2,270-80.5% |
| Participant deferral / active EE | $680 | $3,617-81.2% | $4,167-83.7% | $3,740-81.8% |
| Admin fee / account holder | $42 | $482-91.2% | $6,797-99.4% | $513-91.8% |