Filed October 13, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $17,880 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICE Service code 27 28264 NETWORK PL · CHICAGO, IL 60673 | Advisory (Plan) | $11,053 |
INTERSERV, LLC1+ years Service code 15 307 UNIVERSITY BLVD. N BUILDING 3 · MOBILE, AL 36688 | Recordkeeping | $6,445 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 15 1110 OPAL COURT, STE 1 · HAGERSTOWN, MD 21740 | Recordkeeping | $3,193 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $57 |
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.
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 | $21,290 | $36,916-42.3% | $156,551-86.4% | $57,658-63.1% |
| Participation rate | 27.4% | 63.4%-36.0pp | 84.0%-56.6pp | 70.2%-42.8pp |
| Annual return | 1.37% | 12.38%-11.0pp | 32.23%-30.9pp | 5.13%-3.8pp |
| Employer contribution / active EE | $300 | $1,571-80.9% | $5,501-94.5% | $1,974-84.8% |
| Participant deferral / active EE | $457 | $1,926-76.3% | $4,871-90.6% | $3,061-85.1% |
| Admin fee / account holder | $187 | $82+127.1% | $13,028-98.6% | $95+98.1% |