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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,651 |
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY AND KEENE INC Service code 13 · EIN 35-0500680 P O BOX 6094 · INDIANAPOLIS, IN 462066094 | Contract Administrator | $775 |
DALE CLARK1+ years Filed as: DALE J SEYMOUR Service code 53 6711 MONROE ST BLDG V · SYLVANIA, OH 43560 | Insurance Commissions | $0 |
JILL SCHMALE1+ years Filed as: JILL L HALKER Service code 53 2335 BATON ROUGE · LIMA, OH 45805 | Insurance Commissions | $0 |
Filed as: R BARRY HARDY Service code 53 2335 BATON ROUGE · LIMA, OH 45805 | Insurance Commissions | $0 |
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).
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 | $24,741 | $32,037-22.8% | $69,182-64.2% | $62,881-60.7% |
| Participation rate | 80.2% | 43.4%+36.8pp | 55.1%+25.1pp | 69.3%+10.9pp |
| Annual return | 7.06% | 15.16%-8.1pp | -21.93%+29.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $254 | $679-62.6% | $1,206-78.9% | $2,281-88.9% |
| Participant deferral / active EE | $1,444 | $1,185+21.8% | $1,897-23.9% | $3,203-54.9% |
| Admin fee / account holder | $136 | $2,608-94.8% | $2,697-95.0% | $4,296-96.8% |