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| Provider | Service type | Compensation |
|---|---|---|
SBHU LIFE AGENCY INC2+ years Filed as: SBHU LIFE AGENCY, INC. Service code 99 | Other Fees | $7,768 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $144 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 99 · EIN 26-4310844 | Other Fees | $0 |
SBHU LIFE AGENCY INC2+ years Filed as: SBHU LIFE AGENCY, INC Service code 99 · EIN 13-2896238 | Other Fees | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,752 | $87,834-69.5% | $133,975-80.0% | $62,881-57.5% |
| Participation rate | 92.2% | 83.4%+8.8pp | 87.1%+5.2pp | 69.3%+22.9pp |
| Annual return | 9.16% | 12.05%-2.9pp | 29.29%-20.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,239 | $3,482-64.4% | $5,211-76.2% | $2,281-45.7% |
| Participant deferral / active EE | $1,774 | $4,812-63.1% | $6,282-71.8% | $3,203-44.6% |
| Admin fee / account holder | $14 | $5,372-99.7% | $9,324-99.9% | $4,296-99.7% |