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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT ADVANTAGE, INC.2+ years Service code 13 | Contract Administrator | $56,343 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 430 W 7TH STREER · KANSAS CITY, MO 64105 | Indirect Investment Fees | $33,800 |
CROSKEY LANNI, PC1 year Service code 10 · EIN 38-2777985 | Accounting | $14,950 |
THE BENEFIT ADVANTAGE, INC.2+ years Filed as: THE BENEFIT ADVANTAGE Service code 13 · EIN 38-3254950 3497 AUBURN RD · AUBURN HILLS, MI 48326 | Contract Administrator | $10,022 |
Filed as: BAIRD INSURANCE SERVICES Service code 53 · EIN 39-1236032 | Insurance Commissions | $0 |
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.
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.
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 | $18,657 | $85,199-78.1% | $57,196-67.4% | $63,975-70.8% |
| Participation rate | 60.6% | 74.0%-13.4pp | 75.3%-14.7pp | 71.1%-10.5pp |
| Annual return | 7.58% | 10.43%-2.8pp | 14.59%-7.0pp | 48.65%-41.1pp |
| Employer contribution / active EE | $651 | $3,446-81.1% | $2,683-75.7% | $2,182-70.1% |
| Participant deferral / active EE | $1,082 | $3,109-65.2% | $3,096-65.1% | $3,356-67.8% |
| Admin fee / account holder | $57 | $39+46.9% | $3,141-98.2% | $70-19.4% |