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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $37,272 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,243 |
Filed as: M2B RETIREMENT CONSULTING Service code 13 · EIN 81-3989034 | Contract Administrator | $0 |
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.
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 | $50,664 | $58,888-14.0% | $178,499-71.6% | $73,493-31.1% |
| Participation rate | 50.4% | 66.2%-15.8pp | 81.9%-31.5pp | 70.7%-20.3pp |
| Annual return | 3.88% | 24.86%-21.0pp | 151.10%-147.2pp | 28.51%-24.6pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,920 | $2,568-25.2% | $5,202-63.1% | $3,740-48.7% |
| Admin fee / account holder | $274 | $400-31.5% | $13,986-98.0% | $513-46.6% |