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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $11,923 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 52 · EIN 59-2937883 | Indirect Investment Fees | $7,239 |
Filed as: MILLENNIUM TRUST COMPANY, LLC Service code 49 · EIN 36-4400066 | Other Services | $0 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,163 | $73,404-87.5% | $87,103-89.5% | $67,582-86.4% |
| Participation rate | 75.2% | 80.9%-5.7pp | 76.9%-1.7pp | 71.3%+3.9pp |
| Annual return | 53.24% | 48.29%+4.9pp | 28.19%+25.0pp | 378.57%-325.3pp |
| Employer contribution / active EE | $369 | $2,014-81.7% | $2,521-85.4% | $2,148-82.8% |
| Participant deferral / active EE | $1,546 | $3,913-60.5% | $4,049-61.8% | $3,539-56.3% |
| Admin fee / account holder | $95 | $142-32.9% | $7,491-98.7% | $142-33.3% |