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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $1,435 |
Filed as: PRECISION TPA, LLC Service code 15 · EIN 47-3184970 10816 BLACK DOG LANE · CHARLOTTE, NC 28214 | Recordkeeping | $825 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,850 | $53,128-81.5% | $86,581-88.6% | $70,124-86.0% |
| Participation rate | 97.8% | 65.3%+32.5pp | 73.5%+24.3pp | 69.5%+28.3pp |
| Annual return | 17.90% | 27.66%-9.8pp | 965.06%-947.2pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $751 | $2,695-72.1% | $3,609-79.2% | $3,332-77.5% |
| Admin fee / account holder | $10 | $3,584-99.7% | $4,904-99.8% | $4,645-99.8% |