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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROSPERA Service code 27 · EIN 75-1832551 | Advisory (Plan) | $23,627 |
TRI-AD ACTUARIES, INC.4+ years Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 37 · EIN 31-1214674 | Loan Processing | $15,161 |
CLARK, SCHAEFER, HACKETT & CO.4+ years Service code 10 · EIN 31-0800053 | Accounting | $9,775 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $5,406 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: MILLENNIUM TRUST COMPANY Service code 49 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,200 | $75,388-81.2% | $123,544-88.5% | $55,725-74.5% |
| Participation rate | 84.3% | 75.7%+8.7pp | 82.3%+2.0pp | 70.9%+13.5pp |
| Annual return | -6.74% | 4.48%-11.2pp | 119.20%-125.9pp | 244.93%-251.7pp |
| Employer contribution / active EE | $337 | $3,063-89.0% | $4,628-92.7% | $2,078-83.8% |
| Participant deferral / active EE | $2,455 | $5,651-56.6% | $6,426-61.8% | $3,356-26.8% |
| Admin fee / account holder | $152 | $120+26.9% | $9,284-98.4% | $115+32.0% |