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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,416 |
ALTIGRO PENSION SERVICES INC1+ years Filed as: ALTIGRO PENSION SERVICES Service code 13 3 ROUTE 46 WEST · FAIRFIELD, NJ 070042904 | Contract Administrator | $2,400 |
ALTIGRO PENSION SERVICES INC1+ years Filed as: ALTIGRO PENSION SERVICES, INC. Service code 13 · EIN 20-1258185 | Contract Administrator | $804 |
MENDEL MONEY MANAGEMENT1+ years Filed as: MENDEL M JAROSLAWICZ Service code 53 1419 41ST STREET · BROOKLYN, NY 11218 | Insurance Commissions | $0 |
RONALD B LEE & RICHARD T NOLAN1+ years Service code 53 · EIN 22-3342752 | Insurance Commissions | $0 |
STEVEN D EISENBERG CPA PA1+ years Filed as: STEVEN R FISHER Service code 53 8654 PONTCHARTRAIN #4 · NEW ORLEANS, LA 70124 | Insurance 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,520 | $57,108-71.1% | $94,229-82.5% | $52,331-68.4% |
| Participation rate | 43.6% | 72.9%-29.3pp | 78.8%-35.2pp | 68.1%-24.5pp |
| Annual return | 0.13% | 1.47%-1.3pp | 10.68%-10.6pp | 4.54%-4.4pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,033 | $3,040-66.0% | $4,320-76.1% | $3,022-65.8% |
| Admin fee / account holder | $191 | $546-65.0% | $6,269-96.9% | $592-67.6% |