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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 | $30,063 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $3,829 |
Service code 14 · EIN 35-1907899 400 W. 7TH STREET, SUITE 200 · BLOOMINGTOM, IN 47404 | Plan Administrator | $3,627 |
MARK NARDELLA5+ years Filed as: MARK HEISLER Service code 53 900 E. 96TH ST · INDIANAPOLIS, IN 46240 | 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.
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).
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 | $24,328 | $98,982-75.4% | $162,171-85.0% | $65,185-62.7% |
| Participation rate | 47.5% | 85.8%-38.3pp | 87.6%-40.1pp | 70.2%-22.7pp |
| Annual return | 25.15% | 24.84%+0.3pp | 115.60%-90.4pp | 29.38%-4.2pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,613-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,594 | $5,384-70.4% | $7,297-78.2% | $3,514-54.6% |
| Admin fee / account holder | $295 | $596-50.6% | $10,843-97.3% | $847-65.2% |