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| Provider | Service type | Compensation |
|---|---|---|
40L(K) ADVISORS, INC.1+ years Service code 27 | Advisory (Plan) | $26,588 |
Service code 13 · EIN 31-1436692 | Contract Administrator | $14,850 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,905 |
401(K) ADVISORS INC1+ years Filed as: 401(K) ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $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.
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 | $83,933 | $57,435+46.1% | $105,218-20.2% | $55,191+52.1% |
| Participation rate | 36.4% | 71.3%-34.9pp | 77.2%-40.8pp | 69.2%-32.7pp |
| Annual return | 1.83% | 2.97%-1.1pp | 5.33%-3.5pp | 10.78%-9.0pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $3,255-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,761 | $3,495-49.6% | $4,867-63.8% | $3,046-42.2% |
| Admin fee / account holder | $85 | $70+20.2% | $6,992-98.8% | $91-6.9% |