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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 49 · EIN 04-1590850 | Other Services | $102,652 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,831 |
MID-ATLANTIC PENSION SPECIALISTS5+ years Service code 13 · EIN 23-2776666 | Contract Administrator | $14,183 |
ALLSPRING1 year Service code 52 · EIN 94-3222878 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5+ years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 52 · EIN 94-3106735 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 49 · EIN 84-0467907 | Other Services | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-6382595 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 13-2974999 | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,022 | $98,780-76.7% | $60,874-62.2% | $77,904-70.4% |
| Participation rate | 29.7% | 76.7%-47.0pp | 73.1%-43.4pp | 73.7%-44.0pp |
| Annual return | -15.16% | -11.56%-3.6pp | 16.90%-32.1pp | 12.21%-27.4pp |
| Employer contribution / active EE | $970 | $3,605-73.1% | $2,701-64.1% | $2,848-65.9% |
| Participant deferral / active EE | $1,312 | $4,200-68.8% | $3,817-65.6% | $4,806-72.7% |
| Admin fee / account holder | $164 | $89+84.6% | $3,224-94.9% | $133+23.4% |