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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $35,140 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $9,155 |
BENEFIT SOLUTIONS, ETC.2 years Service code 13 · EIN 81-3186048 | Contract Administrator | $2,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $19,382 | $61,166-68.3% | $185,837-89.6% | $79,393-75.6% |
| Participation rate | 66.7% | 66.6%0pp | 81.7%-15.0pp | 70.7%-4.0pp |
| Annual return | 10.79% | 19.45%-8.7pp | 122.08%-111.3pp | 116.87%-106.1pp |
| Employer contribution / active EE | $485 | $2,321-79.1% | $5,168-90.6% | $2,428-80.0% |
| Participant deferral / active EE | $2,458 | $2,789-11.9% | $5,568-55.9% | $4,046-39.2% |
| Admin fee / account holder | $220 | $710-69.0% | $16,241-98.6% | $627-64.9% |