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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $10,461 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 9785 TOWNE CENTER DRIVE · SAN DIEGO, CA 92121 | Insurance Commissions | $4,878 |
ACUFF & ASSOCIATES, INC.2+ years Service code 13 · EIN 62-1477251 | Contract Administrator | $2,534 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $250 |
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.
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 | $30,193 | $55,453-45.6% | $170,435-82.3% | $62,293-51.5% |
| Participation rate | 47.1% | 66.4%-19.3pp | 83.6%-36.5pp | 69.5%-22.5pp |
| Annual return | 9.33% | 21.38%-12.0pp | 205.94%-196.6pp | 28.90%-19.6pp |
| Employer contribution / active EE | $590 | $2,164-72.7% | $5,432-89.1% | $2,042-71.1% |
| Participant deferral / active EE | $1,817 | $2,303-21.1% | $4,939-63.2% | $3,169-42.7% |
| Admin fee / account holder | $139 | $455-69.4% | $13,881-99.0% | $479-71.0% |