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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1 year Filed as: KB PENSION SERVICES, INC Service code 15 · EIN 65-0721164 | Recordkeeping | $240 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $100 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,903 | $42,546-50.9% | $71,796-70.9% | $55,167-62.1% |
| Participation rate | 39.3% | 59.1%-19.9pp | 69.1%-29.9pp | 69.0%-29.7pp |
| Annual return | 3.64% | 12.36%-8.7pp | 78.04%-74.4pp | 169.23%-165.6pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $562 | $2,064-72.8% | $2,794-79.9% | $3,054-81.6% |
| Admin fee / account holder | $5 | $650-99.2% | $4,815-99.9% | $504-98.9% |