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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN D STEBBINS Service code 27 1 CARANDO DRIVE · SPRINGFIELD, MA 01104 | Advisory (Plan) | $12,049 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,002 | $84,493-26.6% | $125,381-50.5% | $66,938-7.4% |
| Participation rate | 66.5% | 76.4%-9.9pp | 82.4%-15.9pp | 69.8%-3.3pp |
| Annual return | -6.15% | -8.49%+2.3pp | 572.31%-578.5pp | 1.58%-7.7pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $10,142 | $6,783+49.5% | $7,448+36.2% | $4,238+139.3% |
| Admin fee / account holder | $149 | $685-78.2% | $10,007-98.5% | $594-74.9% |