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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $18,930 |
ALTIGRO PENSION SERVICES INC3 years Filed as: ALTIGRO PENSION SERVICES (204) Service code 13 · EIN 20-1258185 | Contract Administrator | $3,235 |
AMERICAN FUNDS2 years Service code 52 · EIN 22-1557722 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3095387 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
RONALD B LEE & RICHARD T NOLAN4+ years Service code 53 · EIN 22-3342752 | Insurance Commissions | $0 |
STEVEN D EISENBERG CPA PA4+ 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 | $16,957 | $66,302-74.4% | $110,243-84.6% | $56,289-69.9% |
| Participation rate | 57.1% | 74.9%-17.8pp | 79.8%-22.7pp | 69.9%-12.7pp |
| Annual return | -5.49% | -1.18%-4.3pp | 314.76%-320.3pp | -9.96%+4.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,827-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,659 | $3,381-50.9% | $4,672-64.5% | $3,350-50.5% |
| Admin fee / account holder | $171 | $698-75.6% | $8,548-98.0% | $521-67.3% |