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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,390 |
Service code 13 · EIN 75-2776689 | Contract Administrator | $846 |
JAMIE BLACKMORE1 year Filed as: JAMIE DECKER RAY Service code 53 4801 N MIDLAND DR F · MIDLAND, TX 79707 | Insurance Commissions | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
MICKEY LONG, ESQ.1 year Filed as: MICKEY LYNN RAY Service code 53 4801 N MIDLAND DR F · MIDLAND, TX 79707 | Insurance Commissions | $0 |
TODD EUGENE HOLT1 year Service code 53 6010 82ND ST STE 100 · LUBBOCK, TX 79424 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $22,362 | $60,165-62.8% | $74,184-69.9% | $55,167-59.5% |
| Participation rate | 57.1% | 74.2%-17.0pp | 76.6%-19.5pp | 69.0%-11.8pp |
| Annual return | 8.74% | 10.00%-1.3pp | 17.74%-9.0pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,915 | $1,600+19.7% | $2,370-19.2% | $1,963-2.4% |
| Participant deferral / active EE | $2,218 | $2,973-25.4% | $3,550-37.5% | $3,054-27.4% |
| Admin fee / account holder | $30 | $419-92.9% | $5,586-99.5% | $504-94.1% |