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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,165 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 14 · EIN 39-1816008 | Plan Administrator | $545 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 28 · EIN 95-2834236 | Investment Management | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,495 | $81,474-65.0% | $133,971-78.7% | $73,493-61.2% |
| Participation rate | 32.5% | 76.4%-43.8pp | 79.8%-47.3pp | 70.7%-38.2pp |
| Annual return | 39.99% | 19.40%+20.6pp | 45.09%-5.1pp | 28.51%+11.5pp |
| Employer contribution / active EE | $698 | $2,209-68.4% | $3,919-82.2% | $2,270-69.3% |
| Participant deferral / active EE | $1,046 | $3,786-72.4% | $5,047-79.3% | $3,740-72.0% |
| Admin fee / account holder | $21 | $713-97.1% | $8,929-99.8% | $513-95.9% |