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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $5,587 |
PENSION ASSURANCE LLP5 years Filed as: KB PENSION SERVICES, INC Service code 15 · EIN 65-0721164 | Recordkeeping | $5,361 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 15 · EIN 13-5674085 | Recordkeeping | $4,539 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,569 | $54,573-14.7% | $90,970-48.8% | $73,497-36.6% |
| Participation rate | 22.1% | 61.2%-39.1pp | 69.0%-46.9pp | 70.7%-48.6pp |
| Annual return | 11.31% | 16.69%-5.4pp | 134.60%-123.3pp | 28.51%-17.2pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $731 | $2,517-70.9% | $3,373-78.3% | $3,740-80.4% |
| Admin fee / account holder | $397 | $521-23.8% | $5,961-93.3% | $513-22.6% |