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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGE RUTTY & CO INC Service code 27 · EIN 16-0620690 | Advisory (Plan) | $12,005 |
Filed as: RIMKUS MARCIANO & ASSOCIATES, INC. Service code 14 · EIN 22-2725182 | Plan Administrator | $850 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $765 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,896 | $66,302-77.5% | $110,243-86.5% | $56,287-73.5% |
| Participation rate | 61.4% | 74.9%-13.5pp | 79.8%-18.4pp | 69.9%-8.4pp |
| Annual return | -4.87% | -1.18%-3.7pp | 314.76%-319.6pp | -9.96%+5.1pp |
| Employer contribution / active EE | $696 | $2,047-66.0% | $3,827-81.8% | $2,111-67.0% |
| Participant deferral / active EE | $1,406 | $3,381-58.4% | $4,672-69.9% | $3,350-58.0% |
| Admin fee / account holder | $10 | $698-98.6% | $8,548-99.9% | $521-98.1% |