Filed December 12, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP2+ years Filed as: KB PENSION SERVICES Service code 16 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · BRADENTON, FL 34202 | Consulting | $2,327 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 15 · EIN 04-1590850 | Recordkeeping | $647 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: MESIROW FINANCIAL INVEST. MANAGEMEN Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,796 | $42,546-51.1% | $71,796-71.0% | $55,167-62.3% |
| Participation rate | 77.7% | 59.1%+18.5pp | 69.1%+8.5pp | 69.0%+8.7pp |
| Annual return | 7.70% | 12.36%-4.7pp | 78.04%-70.3pp | 169.23%-161.5pp |
| Employer contribution / active EE | $346 | $803-56.9% | $1,924-82.0% | $1,963-82.4% |
| Participant deferral / active EE | $2,035 | $2,064-1.4% | $2,794-27.2% | $3,054-33.4% |
| Admin fee / account holder | $14 | $650-97.9% | $4,815-99.7% | $504-97.3% |