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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 49 · EIN 04-1590850 | Other Services | $30,852 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 22 · EIN 36-4291971 | Insurance Broker | $8,444 |
EMPLOYEE BENEFITS GROUP, LLC5+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $7,297 |
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.
Annual investment return 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 | $27,646 | $72,658-61.9% | $127,803-78.4% | $67,579-59.1% |
| Participation rate | 68.7% | 80.0%-11.3pp | 79.0%-10.3pp | 71.3%-2.6pp |
| Annual return | 18.25% | 26.49%-8.2pp | 26.14%-7.9pp | 378.56%-360.3pp |
| Employer contribution / active EE | $1,298 | $3,988-67.4% | $4,576-71.6% | $2,148-39.6% |
| Participant deferral / active EE | $2,078 | $5,383-61.4% | $6,023-65.5% | $3,539-41.3% |
| Admin fee / account holder | $82 | $127-35.2% | $9,399-99.1% | $142-42.2% |