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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DYATECH LLC Service code 14 · EIN 64-0936231 | Plan Administrator | $0 |
Service code 27 | Advisory (Plan) | $0 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 28 · EIN 95-2834236 | Investment Management | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MNGT Service code 49 | Other Services | $0 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 14 · EIN 39-1816008 | Plan Administrator | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,980 | $86,332-75.7% | $125,180-83.2% | $65,185-67.8% |
| Participation rate | 27.1% | 75.3%-48.2pp | 79.8%-52.7pp | 70.2%-43.1pp |
| Annual return | 21.05% | 27.43%-6.4pp | 43.79%-22.7pp | 29.38%-8.3pp |
| Employer contribution / active EE | $619 | $2,040-69.7% | $3,866-84.0% | $2,177-71.6% |
| Participant deferral / active EE | $930 | $3,537-73.7% | $4,937-81.2% | $3,514-73.5% |
| Admin fee / account holder | $13 | $609-97.9% | $9,703-99.9% | $847-98.5% |