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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO, Service code 15 · EIN 04-1590850 | Recordkeeping | $12,658 |
R.J.L. PENSION SERVICES, INC.2+ years Service code 10 · EIN 59-3033722 | Accounting | $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.
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 | $11,900 | $36,916-67.8% | $156,551-92.4% | $57,658-79.4% |
| Participation rate | 59.6% | 63.4%-3.8pp | 84.0%-24.4pp | 70.2%-10.6pp |
| Annual return | 7.07% | 12.38%-5.3pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $81 | $1,571-94.8% | $5,501-98.5% | $1,974-95.9% |
| Participant deferral / active EE | $1,169 | $1,926-39.3% | $4,871-76.0% | $3,061-61.8% |
| Admin fee / account holder | $40 | $82-51.7% | $13,028-99.7% | $95-57.9% |