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| Provider | Service type | Compensation |
|---|---|---|
MURRAY FINANCIAL GROUP2 years Filed as: MURRAY FINANCIAL GROUP LLC DBA JSC Service code 49 · EIN 45-0834412 | Other Services | $23,513 |
GOLDLEAF PARTNERS3+ years Service code 13 · EIN 45-0514557 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $12,845 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,719 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $26 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,546 | $52,293-66.4% | $178,499-90.2% | $73,412-76.1% |
| Participation rate | 32.9% | 65.3%-32.4pp | 81.9%-49.0pp | 72.2%-39.3pp |
| Annual return | 20.99% | 34.75%-13.8pp | 151.10%-130.1pp | 59.30%-38.3pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $700 | $2,332-70.0% | $5,202-86.5% | $3,806-81.6% |
| Admin fee / account holder | $40 | $127-68.7% | $13,986-99.7% | $158-74.8% |