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| Provider | Service type | Compensation |
|---|---|---|
BURLEIGH CONSULTING GROUP2+ years Service code 16 · EIN 62-0842964 | Consulting | $9,881 |
Filed as: MASS MUTUAL Service code 28 | Investment Management | $7,210 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $292 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,062 | $52,884-77.2% | $84,753-85.8% | $55,167-78.1% |
| Participation rate | 54.4% | 67.5%-13.1pp | 76.6%-22.2pp | 69.0%-14.6pp |
| Annual return | 10.84% | 18.03%-7.2pp | 22.78%-11.9pp | 169.23%-158.4pp |
| Employer contribution / active EE | $361 | $2,233-83.8% | $3,574-89.9% | $1,963-81.6% |
| Participant deferral / active EE | $1,413 | $2,644-46.6% | $3,712-61.9% | $3,054-53.7% |
| Admin fee / account holder | $57 | $581-90.2% | $5,333-98.9% | $504-88.7% |