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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $5,118 |
Service code 49 · EIN 36-3429599 | Other Services | $27 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D STARK COMPANY INC Service code 17 · EIN 74-1537058 | Pension Consulting | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,849 | $66,650-73.2% | $92,915-80.8% | $67,582-73.6% |
| Participation rate | 29.9% | 72.5%-42.6pp | 76.0%-46.1pp | 71.3%-41.3pp |
| Annual return | 27.49% | 92.64%-65.1pp | 109.45%-82.0pp | 378.57%-351.1pp |
| Employer contribution / active EE | $1,114 | $2,777-59.9% | $3,653-69.5% | $2,148-48.1% |
| Participant deferral / active EE | $1,863 | $3,160-41.0% | $4,238-56.0% | $3,539-47.4% |
| Admin fee / account holder | $56 | $199-72.0% | $5,796-99.0% | $142-60.8% |