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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PETER EMIGH Service code 56 900 E 96TH ST STE 300 · INDIANAPOLIS, IN 46240 | Non-monetary compensation | $2,070 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $744 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,434 | $58,726-51.6% | $92,240-69.2% | $62,293-54.4% |
| Participation rate | 49.5% | 68.3%-18.9pp | 76.5%-27.0pp | 69.5%-20.0pp |
| Annual return | 17.06% | 43.62%-26.6pp | 176.29%-159.2pp | 28.90%-11.8pp |
| Employer contribution / active EE | $473 | $2,392-80.2% | $3,680-87.1% | $2,042-76.8% |
| Participant deferral / active EE | $2,844 | $2,766+2.8% | $3,897-27.0% | $3,169-10.3% |
| Admin fee / account holder | $4 | $556-99.3% | $5,194-99.9% | $479-99.2% |