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| Provider | Service type | Compensation |
|---|---|---|
SAGE, RUTTY AND CO., INC.3 years Filed as: SAGE RUTTY & CO INC Service code 27 · EIN 16-0620690 | Advisory (Plan) | $18,257 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $1,620 |
Filed as: RIMKUS MARCIANO & ASSOCIATES, INC. Service code 14 · EIN 22-2725182 | Plan Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,046 | $81,474-69.3% | $133,971-81.3% | $73,493-65.9% |
| Participation rate | 70.0% | 76.4%-6.4pp | 79.8%-9.8pp | 70.7%-0.7pp |
| Annual return | 17.29% | 19.40%-2.1pp | 45.09%-27.8pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,271 | $2,209-42.5% | $3,919-67.6% | $2,270-44.0% |
| Participant deferral / active EE | $3,089 | $3,786-18.4% | $5,047-38.8% | $3,740-17.4% |
| Admin fee / account holder | $168 | $713-76.4% | $8,929-98.1% | $513-67.2% |