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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $2,236 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 15 · EIN 95-2834236 | Recordkeeping | $0 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
THE RETIREMENT ADVANTAGE INC2 years Service code 15 · EIN 39-1816008 | Recordkeeping | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,199 | $75,388-91.8% | $123,552-95.0% | $55,725-88.9% |
| Participation rate | 28.3% | 75.7%-47.4pp | 82.3%-54.0pp | 70.9%-42.6pp |
| Annual return | 7.42% | 4.48%+2.9pp | 119.20%-111.8pp | 244.93%-237.5pp |
| Employer contribution / active EE | $637 | $3,063-79.2% | $4,628-86.2% | $2,078-69.4% |
| Participant deferral / active EE | $1,006 | $5,651-82.2% | $6,426-84.3% | $3,356-70.0% |
| Admin fee / account holder | $8 | $120-93.7% | $9,285-99.9% | $115-93.5% |