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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INS COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $3,220 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ BENEFITS & INS SERVICES, INC. Service code 10 · EIN 31-1582098 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,009 | $75,183-80.0% | $123,894-87.9% | $55,167-72.8% |
| Participation rate | 59.7% | 72.8%-13.1pp | 81.4%-21.7pp | 69.0%-9.3pp |
| Annual return | 10.77% | 19.01%-8.2pp | 47.52%-36.7pp | 169.23%-158.5pp |
| Employer contribution / active EE | $717 | $2,823-74.6% | $4,617-84.5% | $1,963-63.5% |
| Participant deferral / active EE | $3,834 | $5,084-24.6% | $5,984-35.9% | $3,054+25.5% |
| Admin fee / account holder | $7 | $663-98.9% | $8,357-99.9% | $504-98.6% |