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| Provider | Service type | Compensation |
|---|---|---|
WALKER BENEFITS, LLC3 years Service code 16 · EIN 32-0453512 | Consulting | $8,421 |
Service code 10 · EIN 55-0486667 | Accounting | $7,500 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 15 · EIN 04-1590850 | Recordkeeping | $3,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,511 | $62,928-88.1% | $172,752-95.7% | $67,579-88.9% |
| Participation rate | 36.9% | 64.5%-27.5pp | 82.6%-45.7pp | 71.3%-34.4pp |
| Annual return | 21.19% | 30.36%-9.2pp | 802.97%-781.8pp | 378.56%-357.4pp |
| Employer contribution / active EE | $287 | $1,636-82.4% | $5,144-94.4% | $2,148-86.6% |
| Participant deferral / active EE | $465 | $2,145-78.3% | $5,198-91.0% | $3,539-86.8% |
| Admin fee / account holder | $102 | $167-38.8% | $13,955-99.3% | $142-28.3% |