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| Provider | Service type | Compensation |
|---|---|---|
KFG ENTERPRISES INC2 years Filed as: KFG ENTERPRISES INC. Service code 53 · EIN 61-1383536 | Insurance Commissions | $7,363 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $7,071 |
ACUFF & ASSOCIATES, INC.7+ years Service code 13 | Contract Administrator | $2,235 |
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.
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 | $30,177 | $65,125-53.7% | $143,797-79.0% | $66,949-54.9% |
| Participation rate | 45.9% | 65.2%-19.3pp | 80.3%-34.4pp | 69.8%-23.9pp |
| Annual return | -19.04% | -11.13%-7.9pp | -0.04%-19.0pp | 1.57%-20.6pp |
| Employer contribution / active EE | $891 | $2,362-62.3% | $4,952-82.0% | $2,545-65.0% |
| Participant deferral / active EE | $2,536 | $2,920-13.2% | $5,638-55.0% | $4,239-40.2% |
| Admin fee / account holder | $94 | $503-81.2% | $14,679-99.4% | $594-84.1% |