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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $565 |
LARA SHULL & MAY LLC1 year Service code 50 · EIN 26-1142396 | Direct Payment | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $86,637 | $45,211+91.6% | $56,429+53.5% | $70,126+23.5% |
| Participation rate | 61.3% | 73.6%-12.4pp | 80.0%-18.8pp | 69.5%-8.2pp |
| Annual return | 18.33% | 38.45%-20.1pp | 19.04%-0.7pp | 73.15%-54.8pp |
| Employer contribution / active EE | $6,892 | $2,737+151.9% | $3,405+102.4% | $2,343+194.2% |
| Participant deferral / active EE | $7,889 | $2,735+188.5% | $3,951+99.7% | $3,332+136.8% |
| Admin fee / account holder | $108 | $3,027-96.4% | $4,466-97.6% | $4,645-97.7% |