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| Provider | Service type | Compensation |
|---|---|---|
R.J.L. PENSION SERVICES, INC.4+ years Service code 10 · EIN 59-3033722 | Accounting | $28,525 |
Filed as: MASSMUTUAL LIFE INSURANCE CO, Service code 15 · EIN 04-1590850 | Recordkeeping | $10,257 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 53 · EIN 13-2808480 | Insurance Commissions | $0 |
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).
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 | $7,863 | $37,196-78.9% | $154,114-94.9% | $55,725-85.9% |
| Participation rate | 76.6% | 64.1%+12.5pp | 83.0%-6.4pp | 70.9%+5.7pp |
| Annual return | -2.12% | 1319.68%-1321.8pp | 735.16%-737.3pp | 244.93%-247.0pp |
| Employer contribution / active EE | $103 | $1,614-93.6% | $5,298-98.1% | $2,078-95.0% |
| Participant deferral / active EE | $1,146 | $2,068-44.6% | $5,081-77.4% | $3,356-65.8% |
| Admin fee / account holder | $65 | $102-35.7% | $13,411-99.5% | $115-43.3% |