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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN SECURITIES LLC2 years Service code 27 · EIN 13-4110995 | Advisory (Plan) | $38,619 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $21,950 |
APRIO LLP1 year Service code 10 · EIN 57-1157523 | Accounting | $16,774 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $10,830 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN CONSULTING - FORT WAYNE Service code 13 | Contract Administrator | $7,065 |
Filed as: FUTURE PLAN CONSULTING- FORT WAYNE Service code 13 · EIN 11-3665754 | Contract 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,311 | $41,647-22.4% | $96,161-66.4% | $86,813-62.8% |
| Participation rate | 22.4% | 50.3%-27.9pp | 68.4%-46.1pp | 72.3%-49.9pp |
| Annual return | 13.72% | 27.24%-13.5pp | 192.01%-178.3pp | 97.93%-84.2pp |
| Employer contribution / active EE | $187 | $1,328-86.0% | $2,798-93.3% | $2,406-92.2% |
| Participant deferral / active EE | $553 | $2,412-77.1% | $4,349-87.3% | $4,131-86.6% |
| Admin fee / account holder | $200 | $169+18.3% | $5,538-96.4% | $170+18.1% |