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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $24,016 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLANS LLC Service code 13 · EIN 58-2605083 | Contract Administrator | $4,440 |
QUALIFIED PLANS, LLC2+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $2,126 |
STANLEY BENEFIT SERVICES, INC.2+ years Filed as: STANLEY R DOMINEY Service code 53 200 W FORSYTH ST STE 600 · JACKSONVILLE, FL 32202 | Insurance Commissions | $0 |
SUZANNE NEEDHAM2+ years Filed as: SUZANNE JOHNSON-AUSTIN Service code 53 200 W FORSYTH ST STE 600 · JACKSONVILLE, FL 32202 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,622 | $52,884-38.3% | $84,753-61.5% | $55,167-40.9% |
| Participation rate | 55.3% | 67.5%-12.2pp | 76.6%-21.3pp | 69.0%-13.7pp |
| Annual return | 5.32% | 18.03%-12.7pp | 22.78%-17.5pp | 169.23%-163.9pp |
| Employer contribution / active EE | $180 | $2,233-91.9% | $3,574-95.0% | $1,963-90.8% |
| Participant deferral / active EE | $1,429 | $2,644-46.0% | $3,712-61.5% | $3,054-53.2% |
| Admin fee / account holder | $159 | $581-72.6% | $5,333-97.0% | $504-68.4% |