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| Provider | Service type | Compensation |
|---|---|---|
THE HARTFORD1 year Filed as: HARTFORD LIFE INSURANCE COMPANY Service code 15 · EIN 06-0974148 | Recordkeeping | $5,192 |
Filed as: MASS MUTUAL LLIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $2,913 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $10,644 | $62,928-83.1% | $172,755-93.8% | $67,579-84.2% |
| Participation rate | 21.0% | 64.5%-43.4pp | 82.6%-61.6pp | 71.3%-50.3pp |
| Annual return | 25.81% | 30.36%-4.5pp | 802.94%-777.1pp | 378.56%-352.7pp |
| Employer contribution / active EE | $122 | $1,636-92.5% | $5,144-97.6% | $2,148-94.3% |
| Participant deferral / active EE | $771 | $2,145-64.1% | $5,198-85.2% | $3,539-78.2% |
| Admin fee / account holder | $28 | $167-83.4% | $13,955-99.8% | $142-80.6% |