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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $10,901 |
EDWARD JONES1 year Filed as: EDWARD JONES & CO Service code 22 · EIN 43-0345811 | Insurance Broker | $6,305 |
PENSION ASSURANCE LLP1 year Filed as: KB PENSION SERVICES Service code 37 · EIN 65-0721164 | Loan Processing | $3,030 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT I Service code 49 · EIN 36-3429599 | Other Services | $0 |
SUNTRUST BANKS, INC.1 year Filed as: MR SCOTT WAECHTER Service code 22 4830 W KENNEDY BLVD STE 800 · TAMPA, FL 33609 | Insurance Broker | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,019 | $85,135-73.0% | $98,920-76.7% | $73,412-68.6% |
| Participation rate | 32.9% | 81.1%-48.2pp | 76.0%-43.1pp | 72.2%-39.3pp |
| Annual return | 57.99% | 19.14%+38.8pp | 196.47%-138.5pp | 59.30%-1.3pp |
| Employer contribution / active EE | $837 | $2,721-69.2% | $2,689-68.9% | $2,234-62.5% |
| Participant deferral / active EE | $1,658 | $4,349-61.9% | $4,245-60.9% | $3,806-56.4% |
| Admin fee / account holder | $30 | $139-78.1% | $6,643-99.5% | $158-80.7% |