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| Provider | Service type | Compensation |
|---|---|---|
SAGE, RUTTY AND CO., INC.2 years Filed as: SAGE RUTTY & CO INC Service code 27 · EIN 16-0620690 | Advisory (Plan) | $14,398 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $1,072 |
Filed as: RIMKUS MARCIANO & ASSOCIATES, INC. Service code 14 · EIN 22-2725182 | Plan Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,787 | $86,341-77.1% | $125,192-84.2% | $65,185-69.6% |
| Participation rate | 59.1% | 75.3%-16.2pp | 79.8%-20.7pp | 70.2%-11.1pp |
| Annual return | 26.62% | 27.44%-0.8pp | 43.79%-17.2pp | 29.38%-2.8pp |
| Employer contribution / active EE | $856 | $2,040-58.0% | $3,866-77.9% | $2,177-60.7% |
| Participant deferral / active EE | $1,920 | $3,538-45.7% | $4,937-61.1% | $3,514-45.4% |
| Admin fee / account holder | $94 | $609-84.6% | $9,704-99.0% | $847-88.9% |