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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSSETTS MUTUAL LIFE INS. CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $67,963 |
Service code 50 · EIN 73-0950060 | Direct Payment | $33,630 |
PREMIER SOURCE1+ years Service code 27 · EIN 84-1622004 | Advisory (Plan) | $31,884 |
EMPLOYEE BENEFITS GROUP, LLC1+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $27,623 |
Filed as: MERRILL LYNCH LIFE AGENCY INC. Service code 53 · EIN 13-2808480 | Insurance Commissions | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,197 | $55,516-38.4% | $75,784-54.9% | $59,188-42.2% |
| Participation rate | 85.8% | 73.6%+12.1pp | 75.8%+9.9pp | 69.4%+16.3pp |
| Annual return | -1.08% | -1.89%+0.8pp | 9.68%-10.8pp | 5.51%-6.6pp |
| Employer contribution / active EE | $1,844 | $2,604-29.2% | $3,323-44.5% | $2,098-12.1% |
| Participant deferral / active EE | $277 | $2,599-89.3% | $3,652-92.4% | $3,265-91.5% |
| Admin fee / account holder | $124 | $110+12.8% | $5,300-97.7% | $92+34.5% |