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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 49 · EIN 04-1590850 | Other Services | $24,246 |
BENEFIT SOLUTIONS, ETC.1+ years Service code 13 · EIN 81-3186048 2312 FAR HILLS AVE. SUITE 144 · DAYTON, OH 45419 | Contract Administrator | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANELY INS SERVICES INC. Service code 53 · EIN 51-0116113 | Insurance Commissions | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 · EIN 26-4310632 | Other Services | $0 |
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 | $26,045 | $98,982-73.7% | $162,177-83.9% | $65,185-60.0% |
| Participation rate | 78.5% | 85.8%-7.3pp | 87.6%-9.0pp | 70.2%+8.3pp |
| Annual return | 0.00% | 24.84%-24.8pp | 115.60%-115.6pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,447 | $3,467-58.3% | $5,613-74.2% | $2,177-33.5% |
| Participant deferral / active EE | $2,419 | $5,384-55.1% | $7,297-66.8% | $3,514-31.1% |
| Admin fee / account holder | $185 | $596-69.0% | $10,843-98.3% | $847-78.2% |