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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 | $9,083 |
KFG ENTERPRISES INC1 year Filed as: KFG ENTERPRISES, INC. Service code 53 | Insurance Commissions | $5,492 |
ACUFF & ASSOCIATES, INC.4+ years Service code 13 · EIN 62-1477251 210 WESTWOOD PLACE SUITE 100 · BRENTWOOD, TN 37027 | Contract Administrator | $1,095 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $100 |
KFG ENTERPRISES INC1 year Filed as: KFG ENTERPRISES, INC Service code 53 · EIN 61-1383536 | Insurance Commissions | $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.
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 | $42,218 | $52,967-20.3% | $172,753-75.6% | $65,186-35.2% |
| Participation rate | 37.3% | 66.2%-28.9pp | 82.6%-45.3pp | 70.2%-32.9pp |
| Annual return | 4.44% | 30.12%-25.7pp | 803.00%-798.6pp | 29.39%-24.9pp |
| Employer contribution / active EE | $560 | $2,190-74.4% | $5,144-89.1% | $2,177-74.3% |
| Participant deferral / active EE | $1,349 | $2,471-45.4% | $5,198-74.0% | $3,514-61.6% |
| Admin fee / account holder | $129 | $472-72.6% | $13,956-99.1% | $847-84.7% |