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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $122,451 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,061 | $102,389-91.2% | $100,528-91.0% | $90,274-90.0% |
| Participation rate | 23.8% | 84.0%-60.2pp | 79.4%-55.6pp | 73.4%-49.5pp |
| Annual return | 16.41% | 22.50%-6.1pp | 30.90%-14.5pp | 53.97%-37.6pp |
| Employer contribution / active EE | $36 | $3,056-98.8% | $3,419-98.9% | $2,523-98.6% |
| Participant deferral / active EE | $712 | $7,514-90.5% | $6,271-88.7% | $4,231-83.2% |
| Admin fee / account holder | $184 | $83+120.5% | $8,084-97.7% | $114+61.0% |