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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSUR CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,447 |
Service code 13 · EIN 43-1021898 | Contract Administrator | $1,508 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $0 |
WALTER SCOTT & PARTNERS LIMITED2+ years Filed as: WALTER H. MOONEY Service code 53 5624 W 81ST TERRACE · PRAIRIE VILLAGE, KS 66208 | Insurance Commissions | $0 |
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.
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 | $19,948 | $46,732-57.3% | $156,551-87.3% | $55,167-63.8% |
| Participation rate | 36.3% | 65.8%-29.5pp | 84.0%-47.7pp | 69.0%-32.7pp |
| Annual return | 6.52% | 17.72%-11.2pp | 32.23%-25.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $365 | $2,105-82.7% | $5,501-93.4% | $1,963-81.4% |
| Participant deferral / active EE | $568 | $2,204-74.2% | $4,871-88.3% | $3,054-81.4% |
| Admin fee / account holder | $169 | $418-59.7% | $13,028-98.7% | $504-66.6% |