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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 27 · EIN 41-0973005 | Advisory (Plan) | $7,396 |
INTAC ACTUARIAL SERVICES2 years Service code 13 · EIN 22-2446239 | Contract Administrator | $2,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $1,641 |
Service code 13 · EIN 13-1140070 | Contract Administrator | $1,631 |
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.
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 | $14,492 | $56,152-74.2% | $185,861-92.2% | $73,412-80.3% |
| Participation rate | 31.5% | 67.6%-36.0pp | 78.0%-46.5pp | 72.2%-40.6pp |
| Annual return | 14.98% | 17.59%-2.6pp | 35.96%-21.0pp | 59.30%-44.3pp |
| Employer contribution / active EE | $461 | $1,532-69.9% | $4,088-88.7% | $2,234-79.4% |
| Participant deferral / active EE | $715 | $3,659-80.5% | $5,634-87.3% | $3,806-81.2% |
| Admin fee / account holder | $37 | $132-71.7% | $9,503-99.6% | $158-76.3% |