Filed May 1, 2024
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
GOLDMAN SACHS3 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,625 | $47,977-19.5% | $154,108-74.9% | $56,289-31.4% |
| Participation rate | 46.9% | 66.2%-19.3pp | 83.0%-36.2pp | 69.9%-23.0pp |
| Annual return | -6.02% | 3.54%-9.6pp | 735.21%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $942 | $2,169-56.6% | $5,298-82.2% | $2,111-55.4% |
| Participant deferral / active EE | $1,859 | $2,392-22.3% | $5,081-63.4% | $3,350-44.5% |
| Admin fee / account holder | $38 | $438-91.3% | $13,411-99.7% | $521-92.6% |