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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INC. CO. Service code 52 · EIN 04-1590850 1295 STATE ST. · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $28,560 |
INDIANA BENEFITS, INC.2+ years Service code 13 · EIN 35-2080056 P.O. BOX 6207 · BLOOMINGTON, IN 47407 | Contract Administrator | $13,771 |
KRISTI WHITE2+ years Filed as: KRISTI BAKER Service code 53 900 E. 96TH ST · INDIANAPOLIS, IN 31784 | Insurance Commissions | $0 |
MARK NARDELLA2+ years Filed as: MARK HEISLER Service code 53 900 E. 96TH ST · INDIANAPOLIS, IN 31746 | Insurance Commissions | $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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,980 | $75,183-73.4% | $123,894-83.9% | $55,167-63.8% |
| Participation rate | 44.1% | 72.8%-28.7pp | 81.4%-37.3pp | 69.0%-24.9pp |
| Annual return | 6.72% | 19.01%-12.3pp | 47.52%-40.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $985 | $5,084-80.6% | $5,984-83.5% | $3,054-67.7% |
| Admin fee / account holder | $264 | $663-60.1% | $8,357-96.8% | $504-47.5% |