Filed September 21, 2018 (most recent of 4 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,482 |
Service code 17 2 EXECUTIVE PARK DR STE 100 · BEDFORD, NH 031106083 | Pension Consulting | $3,428 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT Service code 49 | Other Services | $26 |
Service code 15 | Recordkeeping | $17 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT. Service code 49 · EIN 36-3429599 | Other Services | $0 |
Filed as: MILLENNIUM TRUST COMPANY, LLC Service code 49 · EIN 36-4400066 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $39,688 | $69,383-42.8% | $101,271-60.8% | $73,493-46.0% |
| Participation rate | 45.9% | 68.4%-22.5pp | 75.8%-29.9pp | 70.7%-24.8pp |
| Annual return | 15.77% | 18.46%-2.7pp | 46.48%-30.7pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,437 | $2,628-45.3% | $3,660-60.7% | $2,270-36.7% |
| Participant deferral / active EE | $2,292 | $3,301-30.6% | $4,371-47.6% | $3,740-38.7% |
| Admin fee / account holder | $55 | $704-92.2% | $5,948-99.1% | $513-89.3% |