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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $16,746 |
Filed as: CBIZ MHM, LLC Service code 10 · EIN 34-1846498 | Accounting | $5,000 |
Filed as: ALTIGRO PENSION SERVICES (204) Service code 13 · EIN 20-1258185 | Contract Administrator | $3,418 |
ALTIGRO PENSION SERVICES INC2+ years Filed as: ALTIGRO PENSION SERVICES Service code 13 · EIN 20-1258185 | Contract Administrator | $80 |
MENDEL MONEY MANAGEMENT2+ years Filed as: MENDEL M JAROSLAWICZ Service code 53 1419 41ST STREET · BROOKLYN, NY 11218 | Insurance Commissions | $0 |
RONALD B LEE & RICHARD T NOLAN2+ years Service code 53 · EIN 22-3342752 | Insurance Commissions | $0 |
STEVEN D EISENBERG CPA PA2+ 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.
Annual investment return 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 | $17,097 | $63,924-73.3% | $108,582-84.3% | $55,167-69.0% |
| Participation rate | 44.3% | 74.3%-30.1pp | 79.6%-35.3pp | 69.0%-24.7pp |
| Annual return | 4.35% | 15.31%-11.0pp | -51.70%+56.0pp | 169.23%-164.9pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,054 | $3,067-65.6% | $4,311-75.5% | $3,054-65.5% |
| Admin fee / account holder | $224 | $618-63.7% | $7,645-97.1% | $504-55.5% |