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| Provider | Service type | Compensation |
|---|---|---|
CAMPBELL ALBRECHT4+ years Service code 15 · EIN 77-0536619 20750 VENTURA BLVD, STE 200 · WOODLAND HILLS, CA 91364 | Recordkeeping | $9,526 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,352 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,987 | $58,888-18.5% | $178,499-73.1% | $73,493-34.7% |
| Participation rate | 49.2% | 66.2%-17.0pp | 81.9%-32.7pp | 70.7%-21.5pp |
| Annual return | 10.50% | 24.86%-14.4pp | 151.10%-140.6pp | 28.51%-18.0pp |
| Employer contribution / active EE | $1,212 | $2,236-45.8% | $5,011-75.8% | $2,270-46.6% |
| Participant deferral / active EE | $1,984 | $2,568-22.7% | $5,202-61.9% | $3,740-47.0% |
| Admin fee / account holder | $41 | $400-89.9% | $13,986-99.7% | $513-92.1% |