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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,362 |
Filed as: CBIZ MHM, LLC Service code 50 · EIN 34-1846498 | Direct Payment | $9,727 |
ALTIGRO PENSION SERVICES INC2 years Filed as: ALTIGRO PENSION SERVICES (204) Service code 13 · EIN 20-1258185 | Contract Administrator | $2,480 |
ALTIGRO PENSION SERVICES INC3+ years Filed as: ALTIGRO PENSION SERVICES Service code 13 · EIN 20-1258185 | Contract Administrator | $806 |
AMERICAN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3095387 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
RONALD B LEE & RICHARD T NOLAN3+ years Service code 53 · EIN 22-3342752 | Insurance Commissions | $0 |
STEVEN D EISENBERG CPA PA3+ 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,460 | $71,192-75.5% | $117,861-85.2% | $62,293-72.0% |
| Participation rate | 52.3% | 74.2%-21.9pp | 79.7%-27.3pp | 69.5%-17.2pp |
| Annual return | 14.43% | 18.66%-4.2pp | 335.11%-320.7pp | 28.90%-14.5pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,283 | $3,189-59.7% | $4,482-71.4% | $3,169-59.5% |
| Admin fee / account holder | $256 | $587-56.5% | $8,021-96.8% | $479-46.7% |