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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $200 |
Filed as: PRECISION TPA Service code 15 · EIN 47-3184970 10816 BLACK DOG LANE · CHARLOTTE, NC 28214 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $10,525 | $43,423-75.8% | $78,676-86.6% | $55,167-80.9% |
| Participation rate | 72.2% | 68.0%+4.2pp | 73.6%-1.3pp | 69.0%+3.2pp |
| Annual return | 5.12% | 11.53%-6.4pp | 62.19%-57.1pp | 169.23%-164.1pp |
| Employer contribution / active EE | $986 | $1,997-50.6% | $2,850-65.4% | $1,963-49.8% |
| Participant deferral / active EE | $440 | $2,509-82.5% | $3,517-87.5% | $3,054-85.6% |
| Admin fee / account holder | $23 | $416-94.5% | $4,510-99.5% | $504-95.4% |