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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,412 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $14,137 |
QUALIFIED PLANS, LLC3+ years Filed as: QUALIFIED PLANS LLC Service code 13 | Contract Administrator | $6,744 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $550 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 22-6586780 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $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.
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 | $39,344 | $63,156-37.7% | $122,354-67.8% | $62,293-36.8% |
| Participation rate | 69.1% | 60.0%+9.1pp | 71.6%-2.5pp | 69.5%-0.4pp |
| Annual return | 16.00% | 20.61%-4.6pp | 30.28%-14.3pp | 28.90%-12.9pp |
| Employer contribution / active EE | $420 | $1,385-69.7% | $4,051-89.6% | $2,042-79.4% |
| Participant deferral / active EE | $769 | $2,321-66.9% | $3,287-76.6% | $3,169-75.7% |
| Admin fee / account holder | $148 | $440-66.3% | $5,479-97.3% | $479-69.0% |