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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $12,798 |
Service code 50 · EIN 54-0388110 | Direct Payment | $236 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
RODEFER MOSS & CO, PLLC1 year Filed as: RODEFER MOSS & CO., PLLC Service code 10 · EIN 62-1690032 | Accounting | $0 |
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,591 | $81,474-83.3% | $133,971-89.9% | $73,493-81.5% |
| Participation rate | 74.4% | 76.4%-2.0pp | 79.8%-5.5pp | 70.7%+3.7pp |
| Annual return | 14.33% | 19.40%-5.1pp | 45.09%-30.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $564 | $2,209-74.5% | $3,919-85.6% | $2,270-75.1% |
| Participant deferral / active EE | $795 | $3,786-79.0% | $5,047-84.3% | $3,740-78.8% |
| Admin fee / account holder | $136 | $713-81.0% | $8,929-98.5% | $513-73.5% |