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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 | Insurance Commissions | $15,361 |
Filed as: CARDINAL PENSION GROUP INC Service code 17 | Pension Consulting | $6,300 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,315 |
CARDINAL PENSION GROUP, INC.2+ years Filed as: CARDINAL PENSION GROUP INC. Service code 17 · EIN 26-3253999 | Pension Consulting | $0 |
Filed as: KESTRA INVESMENT SERVICES, LLC Service code 53 · EIN 74-2794194 | Insurance Commissions | $0 |
Filed as: MASSACHUSETSS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,849 | $46,173-15.9% | $170,435-77.2% | $69,631-44.2% |
| Participation rate | 42.1% | 63.9%-21.8pp | 83.6%-41.5pp | 70.7%-28.6pp |
| Annual return | 13.05% | 21.62%-8.6pp | 205.94%-192.9pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $811 | $1,610-49.6% | $5,432-85.1% | $2,032-60.1% |
| Participant deferral / active EE | $1,812 | $2,080-12.9% | $4,939-63.3% | $3,224-43.8% |
| Admin fee / account holder | $20 | $116-82.8% | $13,881-99.9% | $110-81.9% |