Filed January 23, 2023
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS COT Service code 49 · EIN 04-1590850 | Other Services | $27,418 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $12,100 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 | Contract Administrator | $11,839 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL -RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,500 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN FINANCIAL ADVISORS Service code 10 · EIN 38-1357951 | Accounting | $5,520 |
THE RETIREMENT ADVANTAGE INC4+ years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 47 PARK PL · APPLETON, WI 54914 | Contract Administrator | $563 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,538 | $80,005-11.8% | $140,016-49.6% | $55,725+26.6% |
| Participation rate | 59.8% | 87.0%-27.1pp | 87.5%-27.6pp | 70.9%-11.0pp |
| Annual return | -6.00% | 0.46%-6.5pp | 651.12%-657.1pp | 244.93%-250.9pp |
| Employer contribution / active EE | $1,379 | $3,403-59.5% | $5,606-75.4% | $2,078-33.6% |
| Participant deferral / active EE | $2,806 | $5,264-46.7% | $6,927-59.5% | $3,356-16.4% |
| Admin fee / account holder | $257 | $116+122.3% | $10,705-97.6% | $115+123.3% |