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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 50 · EIN 13-5674085 | Direct Payment | $1,483 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,119 |
Filed as: ENVESTNET Service code 27 · EIN 61-1732930 | Advisory (Plan) | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,629 | $53,925-58.0% | $75,501-70.0% | $69,631-67.5% |
| Participation rate | 29.5% | 71.2%-41.7pp | 72.4%-42.8pp | 70.7%-41.2pp |
| Annual return | 11.25% | 17.84%-6.6pp | 27.35%-16.1pp | 27571.02%-27559.8pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,352-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $723 | $2,569-71.9% | $3,142-77.0% | $3,224-77.6% |
| Admin fee / account holder | $8 | $97-91.3% | $5,801-99.9% | $110-92.4% |