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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,031 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
HENRY ROSSI & CO., LLP1 year Filed as: HENRY STEINBERG Service code 56 340 S. PINE STREET · SPARTANBURG, SC 29302 | Non-monetary compensation | $0 |
Filed as: MML INVESTOR SERVICES, LLC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,269 | $67,411-52.1% | $91,004-64.5% | $70,126-54.0% |
| Participation rate | 54.0% | 71.4%-17.4pp | 75.6%-21.6pp | 69.5%-15.6pp |
| Annual return | 18.06% | -40.16%+58.2pp | 4.60%+13.5pp | 73.15%-55.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,434 | $2,823-49.2% | $3,548-59.6% | $3,332-57.0% |
| Admin fee / account holder | $16 | $4,236-99.6% | $5,417-99.7% | $4,645-99.7% |