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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 · EIN 95-3845382 | Advisory (Plan) | $32,650 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,611 |
Filed as: MASSMUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $350 |
Filed as: FN INSURANCE SVSC INC. Service code 22 · EIN 33-0232417 | Insurance Broker | $0 |
THE HARTFORD5+ years Filed as: HARTFORD LIFE INS CO Service code 64 | Recordkeeping Fees | $0 |
Filed as: PENTEC PENSION MGMT GROUP, INC. Service code 15 · EIN 75-2776689 | Recordkeeping | $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.
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 | $20,718 | $113,995-81.8% | $127,803-83.8% | $77,775-73.4% |
| Participation rate | 29.4% | 85.7%-56.3pp | 79.0%-49.6pp | 73.2%-43.8pp |
| Annual return | 51.25% | 26.09%+25.2pp | 26.14%+25.1pp | 32.58%+18.7pp |
| Employer contribution / active EE | $1,446 | $6,012-76.0% | $4,576-68.4% | $2,504-42.3% |
| Participant deferral / active EE | $1,984 | $7,267-72.7% | $6,023-67.1% | $3,966-50.0% |
| Admin fee / account holder | $86 | $108-20.6% | $9,399-99.1% | $100-14.5% |