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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 27-0293282 12276 SAN JOSE BLVD. · JACKSONVILLE, FL 32223 | Loan Processing | $1,915 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $1,060 |
Filed as: ENVESTNET Service code 28 · EIN 61-1732930 35 EAST WACKER DR · CHICAGO, IL 60601 | Investment Management | $0 |
Filed as: MESIROW FINANCIAL INV MGT Service code 49 · EIN 36-3429599 | Other Services | $0 |
PREFERRED PENSION PLANNING2 years Filed as: PREFERRED PRODUCT NETWORK INC Service code 27 · EIN 42-1255850 711 HIGH STREET · DES MONINES, IA 503924540 | Advisory (Plan) | $0 |
Annual investment return 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,811 | $55,636-80.6% | $81,982-86.8% | $73,497-85.3% |
| Participation rate | 80.7% | 62.3%+18.4pp | 69.3%+11.4pp | 70.7%+10.0pp |
| Annual return | 6.02% | 19.07%-13.0pp | 41.31%-35.3pp | 28.51%-22.5pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,860 | $2,762-32.7% | $3,722-50.0% | $3,740-50.3% |
| Admin fee / account holder | $23 | $493-95.3% | $5,665-99.6% | $513-95.5% |