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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,348 |
ACUFF & ASSOCIATES, INC.6+ years Service code 13 320 SEVEN SPRINGS WAY · BRENTWOOD, TN 37027 | Contract Administrator | $10,888 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMPA Service code 55 PO BOX 771115 · CINCINNATI, OH 45277 | Other Commissions | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,559 | $64,286-58.7% | $90,970-70.8% | $73,412-63.8% |
| Participation rate | 27.0% | 63.6%-36.6pp | 69.0%-42.0pp | 72.2%-45.2pp |
| Annual return | 23.75% | 21.46%+2.3pp | 134.58%-110.8pp | 59.30%-35.5pp |
| Employer contribution / active EE | $527 | $895-41.0% | $2,122-75.2% | $2,234-76.4% |
| Participant deferral / active EE | $868 | $2,453-64.6% | $3,373-74.3% | $3,806-77.2% |
| Admin fee / account holder | $241 | $287-16.1% | $5,960-96.0% | $158+52.5% |