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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $30,528 |
TBS AGENCY INC1 year Filed as: TBS AGENCY, INC. Service code 53 | Insurance Commissions | $10,200 |
Filed as: PENNSYLVANIA PENSION PLANNERS INC. Service code 13 | Contract Administrator | $1,550 |
Filed as: PENNSYLVANIA PENSION PLANNERS, INC Service code 13 · EIN 23-1735188 2090 LINGLESTOWN RD, STE 201 · HARRISBURG, PA 17110 | Contract Administrator | $0 |
TBS AGENCY INC2+ years Service code 53 · EIN 52-1473914 | Insurance Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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).
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 | $10,867 | $57,921-81.2% | $84,753-87.2% | $57,658-81.2% |
| Participation rate | 79.9% | 72.9%+7.0pp | 76.6%+3.3pp | 70.2%+9.7pp |
| Annual return | 5.58% | 10.24%-4.7pp | 22.78%-17.2pp | 5.13%+0.5pp |
| Employer contribution / active EE | $158 | $2,598-93.9% | $3,574-95.6% | $1,974-92.0% |
| Participant deferral / active EE | $1,126 | $2,742-58.9% | $3,712-69.7% | $3,061-63.2% |
| Admin fee / account holder | $58 | $130-55.1% | $5,333-98.9% | $95-38.4% |