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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $20,372 |
ALTIGRO PENSION SERVICES INC4 years Filed as: ALTIGRO PENSION SERVICES (204) Service code 13 · EIN 20-1258185 3 ROUTE 46 WEST · FAIRFIELD, NJ 07004 | Contract Administrator | $4,384 |
AMERICAN FUNDS3 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 |
INVESCO1 year Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
RONALD B LEE & RICHARD T NOLAN5+ years Service code 53 · EIN 22-3342752 | Insurance Commissions | $0 |
STEVEN D EISENBERG CPA PA5+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,811 | $83,485-72.7% | $125,195-81.8% | $72,976-68.7% |
| Participation rate | 57.1% | 73.3%-16.2pp | 79.8%-22.6pp | 69.5%-12.3pp |
| Annual return | 21.05% | 25.77%-4.7pp | 43.79%-22.7pp | 81.02%-60.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,829 | $3,586-49.0% | $4,937-62.9% | $3,608-49.3% |
| Admin fee / account holder | $192 | $5,518-96.5% | $9,704-98.0% | $5,124-96.2% |