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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INS. CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $20,002 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $14,000 |
ROBERT H. BOGUCKI, P.C.2+ years Service code 29 · EIN 13-3397205 | Legal | $9,380 |
OXER TECHNOLOGIES1 year Service code 15 · EIN 13-3964793 | Recordkeeping | $9,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,477 | $63,975-49.2% | $40,145,923-99.9% | $63,975-49.2% |
| Participation rate | 37.2% | 71.1%-34.0pp | 68.4%-31.2pp | 71.1%-34.0pp |
| Annual return | 3.48% | 48.65%-45.2pp | 5.24%-1.8pp | 48.65%-45.2pp |
| Employer contribution / active EE | $808 | $2,182-63.0% | $1,844-56.2% | $2,182-63.0% |
| Participant deferral / active EE | $0 | $3,356-100.0% | $2,591-100.0% | $3,356-100.0% |
| Admin fee / account holder | $240 | $70+240.8% | $2,903-91.7% | $70+240.8% |