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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,107 |
Filed as: THE MIDWEST PENSION GROUP Service code 13 · EIN 38-1271642 | Contract Administrator | $728 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARBARA GILL1 year Service code 53 19968 TONTOGANY CREEK RD · BOWLING GREEN, OH 43402 | Insurance Commissions | $0 |
E CRAIG YOUNG1 year Filed as: CRAIG L MILLER Service code 53 924 CENTENNIAL WAY STE 480 · LANSING, MI 48917 | Insurance Commissions | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Filed as: JEFFREY J SNIDER Service code 53 5141 GATEWAY CTR STE 400 · FLINT, MI 48507 | Insurance Commissions | $0 |
Filed as: MMLIC Service code 52 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE Service code 52 · EIN 56-2294396 | Indirect Investment Fees | $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.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,939 | $63,314-60.6% | $91,004-72.6% | $62,293-60.0% |
| Participation rate | 22.2% | 73.3%-51.1pp | 75.6%-53.4pp | 69.5%-47.3pp |
| Annual return | 12.45% | 21.00%-8.5pp | 4.60%+7.8pp | 28.90%-16.4pp |
| Employer contribution / active EE | $49 | $1,807-97.3% | $2,456-98.0% | $2,042-97.6% |
| Participant deferral / active EE | $572 | $2,944-80.6% | $3,548-83.9% | $3,169-82.0% |
| Admin fee / account holder | $198 | $468-57.7% | $5,417-96.4% | $479-58.7% |