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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $2,950 |
R.J.L. PENSION SERVICES, INC.1+ years Service code 13 · EIN 59-3033722 | Contract Administrator | $0 |
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).
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 | $22,373 | $75,183-70.2% | $123,894-81.9% | $55,167-59.4% |
| Participation rate | 70.9% | 72.8%-2.0pp | 81.4%-10.6pp | 69.0%+1.9pp |
| Annual return | 0.00% | 19.01%-19.0pp | 47.52%-47.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $2,248 | $2,823-20.4% | $4,617-51.3% | $1,963+14.5% |
| Participant deferral / active EE | $5,865 | $5,084+15.4% | $5,984-2.0% | $3,054+92.0% |
| Admin fee / account holder | $25 | $663-96.3% | $8,357-99.7% | $504-95.1% |