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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $16,817 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 60 | Sub-TA Fees | $0 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION STUDIO Service code 13 · EIN 54-2154380 | Contract Administrator | $0 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $0 |
Filed as: UBS FINANCIAL SERVICES INS AGENCY Service code 53 · EIN 51-0120742 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,371 | $42,546-31.0% | $71,796-59.1% | $55,167-46.8% |
| Participation rate | 53.2% | 59.1%-5.9pp | 69.1%-15.9pp | 69.0%-15.8pp |
| Annual return | 5.79% | 12.36%-6.6pp | 78.04%-72.2pp | 169.23%-163.4pp |
| Employer contribution / active EE | $596 | $803-25.8% | $1,924-69.0% | $1,963-69.6% |
| Participant deferral / active EE | $2,856 | $2,064+38.4% | $2,794+2.2% | $3,054-6.5% |
| Admin fee / account holder | $136 | $650-79.1% | $4,815-97.2% | $504-73.1% |