Filed July 15, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAFAYETTE LIFE INSURANCE CO. Service code 14 · EIN 41-1486060 301 E. 4TH STREET SUITE 2800 · CINCINNATI, OH 452024291 | Plan Administrator | $4,165 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $2,332 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
PHILIP TAM1 year Filed as: PHILIP INSLEY Service code 17 11350 MCCORMICK RD. STE. 200 · HUNT VALLEY, MD 21031 | Pension Consulting | $0 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,918 | $73,102-89.2% | $123,552-93.6% | $56,287-85.9% |
| Participation rate | 79.2% | 74.3%+4.9pp | 82.3%-3.1pp | 69.9%+9.3pp |
| Annual return | -2.32% | 3.01%-5.3pp | 119.20%-121.5pp | -9.96%+7.6pp |
| Employer contribution / active EE | $873 | $2,977-70.7% | $4,628-81.1% | $2,111-58.7% |
| Participant deferral / active EE | $3,485 | $5,423-35.7% | $6,426-45.8% | $3,350+4.0% |
| Admin fee / account holder | $17 | $554-97.0% | $9,285-99.8% | $521-96.8% |