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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,391 |
CLIFTONLARSONALLEN LLP4+ years Filed as: CLIFTON LARSON ALLAN LLP Service code 10 · EIN 41-0746749 | Accounting | $12,500 |
Filed as: RETIREMENT PLANNERS & ADMINSTRATORS Service code 13 · EIN 62-1038805 | Contract Administrator | $9,925 |
Filed as: RETIREMENT PLANNERS AND ADMINISTRAT Service code 13 | Contract Administrator | $7,512 |
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,148 |
Service code 50 · EIN 41-0973005 | Direct Payment | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
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 | $75,892 | $73,102+3.8% | $123,552-38.6% | $56,287+34.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.99% | 3.01%-9.0pp | 119.20%-125.2pp | -9.96%+4.0pp |
| Employer contribution / active EE | $6,064 | $2,977+103.7% | $4,628+31.0% | $2,111+187.2% |
| Participant deferral / active EE | $5,083 | $5,423-6.3% | $6,426-20.9% | $3,350+51.7% |
| Admin fee / account holder | $130 | $554-76.6% | $9,285-98.6% | $521-75.1% |