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| Provider | Service type | Compensation |
|---|---|---|
ERSKINE AND ASSOCIATES2+ years Service code 15 · EIN 58-1321863 340 EISEHOWER DRIVE · SAVANNAH, GA 31406 | Recordkeeping | $10,325 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 95 STATE STREET · SPRINGFIELD, MA 011110001 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $12,687 | $39,819-68.1% | $67,834-81.3% | $57,658-78.0% |
| Participation rate | 58.7% | 61.2%-2.5pp | 68.8%-10.1pp | 70.2%-11.5pp |
| Annual return | 5.10% | 9.19%-4.1pp | 138.47%-133.4pp | 5.13%0pp |
| Employer contribution / active EE | $364 | $1,277-71.5% | $2,403-84.8% | $1,974-81.5% |
| Participant deferral / active EE | $906 | $2,209-59.0% | $3,160-71.3% | $3,061-70.4% |
| Admin fee / account holder | $29 | $84-65.4% | $4,622-99.4% | $95-69.4% |