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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 49 · EIN 04-1590850 | Other Services | $25,448 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 22 · EIN 36-4291971 | Insurance Broker | $24,396 |
EMPLOYEE BENEFITS GROUP, LLC4+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $6,673 |
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.
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 | $21,481 | $64,457-66.7% | $111,392-80.7% | $55,725-61.5% |
| Participation rate | 44.5% | 79.7%-35.2pp | 78.9%-34.4pp | 70.9%-26.3pp |
| Annual return | -2.22% | -19.97%+17.8pp | -2.06%-0.2pp | 244.93%-247.1pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $4,328-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $962 | $5,219-81.6% | $5,567-82.7% | $3,356-71.3% |
| Admin fee / account holder | $63 | $112-43.5% | $12,266-99.5% | $115-45.0% |