Filed April 29, 2021
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| Provider | Service type | Compensation |
|---|---|---|
SBHU LIFE AGENCY INC1 year Filed as: SBHU LIFE AGENCY Service code 22 | Insurance Broker | $2,853 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $800 |
SBHU LIFE AGENCY INC1 year Service code 22 · EIN 13-2896238 | Insurance Broker | $0 |
THE HASLAUER GROUP, INC.1 year Filed as: THE HASLAUER GROUP Service code 15 · EIN 72-1487108 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,413 | $53,822-62.1% | $75,696-73.0% | $85,850-76.2% |
| Participation rate | 53.3% | 69.1%-15.7pp | 74.8%-21.5pp | 69.3%-16.0pp |
| Annual return | 20.97% | 24.54%-3.6pp | 104.53%-83.6pp | 318.53%-297.6pp |
| Employer contribution / active EE | $513 | $2,017-74.6% | $2,743-81.3% | $2,565-80.0% |
| Participant deferral / active EE | $1,321 | $2,895-54.4% | $3,821-65.4% | $3,952-66.6% |
| Admin fee / account holder | $12 | $3,343-99.6% | $3,619-99.7% | $6,260-99.8% |