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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $17,091 |
NATIONWIDE1 year Service code 62 ONCE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Float revenue | $1,660 |
PENSERV PLAN SERVICES, INC.6 years Filed as: PENSERV, INC. Service code 13 · EIN 20-2872050 | Contract Administrator | $576 |
Filed as: MML INVESTORS SERVICES INC. Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,563 | $60,989-23.7% | $60,874-23.5% | $66,914-30.4% |
| Participation rate | 50.4% | 74.5%-24.1pp | 73.1%-22.7pp | 69.8%-19.4pp |
| Annual return | -13.74% | -9.60%-4.1pp | 16.90%-30.6pp | 1.58%-15.3pp |
| Employer contribution / active EE | $1,749 | $2,661-34.3% | $2,701-35.3% | $2,544-31.3% |
| Participant deferral / active EE | $1,448 | $3,615-59.9% | $3,817-62.1% | $4,237-65.8% |
| Admin fee / account holder | $223 | $338-34.2% | $3,224-93.1% | $593-62.5% |