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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 49 · EIN 04-1590850 | Other Services | $46,681 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $14,754 |
Service code 13 · EIN 23-2776666 | Contract Administrator | $6,629 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
NATAXIS FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
NATIXIS FUNDS1 year Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,272 | $204,517-90.1% | $69,455-70.8% | $77,787-73.9% |
| Participation rate | 26.4% | 74.6%-48.2pp | 74.6%-48.2pp | 73.2%-46.8pp |
| Annual return | 8.06% | 22.10%-14.0pp | 28.97%-20.9pp | 32.57%-24.5pp |
| Employer contribution / active EE | $813 | $3,548-77.1% | $2,779-70.7% | $2,504-67.5% |
| Participant deferral / active EE | $994 | $3,478-71.4% | $3,535-71.9% | $3,967-74.9% |
| Admin fee / account holder | $125 | $101+23.9% | $3,839-96.8% | $100+24.5% |