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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 26-4614358 PO BOX 720159 · SANDY SPRINGS, GA 30358 | Actuarial | $18,080 |
Filed as: MASSMUTUAL Service code 13 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Contract Administrator | $14,465 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $36,166-100.0% | $107,664-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 6.7%-6.7pp | 10.0%-10.0pp | 11.3%-11.3pp |
| Annual return | 1.61% | 10.39%-8.8pp | 337.46%-335.8pp | 10.41%-8.8pp |
| Employer contribution / active EE | $3,889 | $10,969-64.5% | $20,191-80.7% | $14,691-73.5% |
| Participant deferral / active EE | $0 | $108-100.0% | $30-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $439-100.0% | $1,663-100.0% | $2,646-100.0% |