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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $24,311 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $22,667 |
EMPLOYEE BENEFITS GROUP, LLC3+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $6,175 |
Participant 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.
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 | $22,097 | $72,448-69.5% | $118,746-81.4% | $69,631-68.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.3%+21.7pp | 70.7%+29.3pp |
| Annual return | 14.12% | 19.06%-4.9pp | 24.54%-10.4pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $0 | $3,771-100.0% | $4,193-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,830 | $4,943-63.0% | $5,332-65.7% | $3,224-43.2% |
| Admin fee / account holder | $62 | $99-37.1% | $10,720-99.4% | $110-43.7% |