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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,441 |
Filed as: THE MIDWEST PENSION GROUP Service code 13 · EIN 38-1271642 | Contract Administrator | $1,193 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARBARA GILL2 years Service code 53 924 CENTENNIAL WAY · LANSING, MI 48917 | Insurance Commissions | $0 |
E CRAIG YOUNG2 years Filed as: CRAIG L MILLER Service code 53 924 CENTENNIAL WAY STE 480 · LANSING, MI 48917 | Insurance Commissions | $0 |
FRANKLIN TEMPLETON2 years Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
JEFFREY SLOCUM & ASSOCIATES2 years 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 INC2 years Filed as: T ROWE PRICE Service code 52 | 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.
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 | $22,825 | $58,093-60.7% | $80,022-71.5% | $56,289-59.5% |
| Participation rate | 19.8% | 73.6%-53.9pp | 75.8%-56.1pp | 69.9%-50.1pp |
| Annual return | -5.66% | 34.63%-40.3pp | 11.22%-16.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $43 | $1,933-97.8% | $2,468-98.2% | $2,111-98.0% |
| Participant deferral / active EE | $526 | $3,136-83.2% | $3,686-85.7% | $3,350-84.3% |
| Admin fee / account holder | $99 | $623-84.1% | $6,521-98.5% | $521-81.1% |