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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $97,994 |
GOLDLEAF PARTNERS1 year Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $40,268 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 99 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Fees | $33,750 |
UKG INC1 year Filed as: THE ULTIMATE SOFTWARE GROUP, INC. Service code 99 1485 NORTH PARK DR · WESTON, FL 33326 | Other Fees | $3,040 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,838 |
UNITED MAIL2+ years Service code 50 · EIN 61-1359442 | Direct Payment | $2,586 |
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.
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 | $15,957 | $26,033-38.7% | $74,577-78.6% | $329,111-95.2% |
| Participation rate | 1.8% | 26.0%-24.2pp | 68.1%-66.3pp | 67.9%-66.1pp |
| Annual return | 7.90% | 33.64%-25.7pp | 20.47%-12.6pp | 16.35%-8.5pp |
| Employer contribution / active EE | $9 | $317-97.1% | $2,525-99.6% | $2,303-99.6% |
| Participant deferral / active EE | $31 | $825-96.3% | $3,458-99.1% | $3,682-99.2% |
| Admin fee / account holder | $60 | $62-3.5% | $4,138-98.5% | $754-92.0% |