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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $22,792 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $10,762 |
CONTINENTAL BENEFITS GROUP, INC.1+ years Service code 17 · EIN 01-0724493 | Pension Consulting | $5,463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,780 | $37,117+114.9% | $147,618-46.0% | $55,191+44.6% |
| Participation rate | 65.3% | 63.6%+1.6pp | 84.6%-19.4pp | 69.2%-3.9pp |
| Annual return | -0.23% | 3.44%-3.7pp | 61.98%-62.2pp | 10.78%-11.0pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,565-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,564 | $1,985+79.5% | $4,895-27.2% | $3,046+17.0% |
| Admin fee / account holder | $87 | $86+1.3% | $11,612-99.3% | $91-4.5% |