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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $36,175 |
Filed as: SENTINEL BENEFITS GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $10,807 |
Service code 26 · EIN 04-3422848 | Advisory (Participants) | $5,353 |
ALTIGRO PENSION SERVICES INC2+ years Filed as: ALTIGRO PENSION SERVICES Service code 13 · EIN 20-1258185 | Contract Administrator | $0 |
PKS FINANCIAL SERVICES INC2+ years Service code 53 · EIN 14-1796925 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $52,977 | $75,183-29.5% | $123,894-57.2% | $55,167-4.0% |
| Participation rate | 56.0% | 72.8%-16.8pp | 81.4%-25.4pp | 69.0%-13.0pp |
| Annual return | 5.07% | 19.01%-13.9pp | 47.52%-42.4pp | 169.23%-164.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,039 | $5,084-20.6% | $5,984-32.5% | $3,054+32.3% |
| Admin fee / account holder | $296 | $663-55.3% | $8,357-96.5% | $504-41.3% |