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| Provider | Service type | Compensation |
|---|---|---|
QBI, LLC1 year Filed as: QBI,LLC Service code 16 · EIN 26-2768667 | Consulting | $5,108 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $566 |
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 | $10,128 | $91,179-88.9% | $178,499-94.3% | $79,852-87.3% |
| Participation rate | 91.4% | 69.2%+22.2pp | 81.9%+9.5pp | 69.6%+21.8pp |
| Annual return | 15.62% | 24.19%-8.6pp | 151.10%-135.5pp | 31.72%-16.1pp |
| Employer contribution / active EE | $989 | $3,256-69.6% | $5,011-80.3% | $2,471-60.0% |
| Participant deferral / active EE | $2,291 | $3,236-29.2% | $5,202-56.0% | $3,740-38.8% |
| Admin fee / account holder | $42 | $6,749-99.4% | $13,986-99.7% | $5,306-99.2% |