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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SUNBRIDGE MANAGEMENT INC. Service code 27 · EIN 20-3615381 | Advisory (Plan) | $7,390 |
PPS PENSION & FINANCIAL SERVICES3+ years Filed as: PPS PENSION AND FINANCIAL SERVICES Service code 13 · EIN 16-1062503 | Contract Administrator | $4,537 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,441 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,160 | $71,192-42.2% | $117,861-65.1% | $62,293-33.9% |
| Participation rate | 43.5% | 74.2%-30.8pp | 79.7%-36.2pp | 69.5%-26.1pp |
| Annual return | 13.98% | 18.66%-4.7pp | 335.11%-321.1pp | 28.90%-14.9pp |
| Employer contribution / active EE | $181 | $1,934-90.7% | $3,786-95.2% | $2,042-91.2% |
| Participant deferral / active EE | $1,381 | $3,189-56.7% | $4,482-69.2% | $3,169-56.4% |
| Admin fee / account holder | $97 | $587-83.5% | $8,021-98.8% | $479-79.8% |