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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $11,353 |
PLANTECH, LLP1 year Filed as: PLANTECH , LLP Service code 14 · EIN 72-1386027 2205 CAHABA VALLEY DRIVE · BIRMINGHAM, AL 35242 | Plan Administrator | $6,038 |
EATON, BABB & SMITH1 year Service code 10 · EIN 64-0820501 P.O. BOX 498 · RIPLEY, MS 38663 | Accounting | $5,315 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,927 | $46,072+1.9% | $69,779-32.7% | $55,167-14.9% |
| Participation rate | 19.7% | 67.5%-47.8pp | 71.8%-52.2pp | 69.0%-49.3pp |
| Annual return | 8.71% | 8.68%0pp | 12.99%-4.3pp | 169.23%-160.5pp |
| Employer contribution / active EE | $249 | $1,500-83.4% | $2,338-89.4% | $1,963-87.3% |
| Participant deferral / active EE | $673 | $2,344-71.3% | $2,931-77.0% | $3,054-78.0% |
| Admin fee / account holder | $346 | $428-19.0% | $4,381-92.1% | $504-31.3% |