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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $37,897 |
CONTINENTAL BENEFITS GROUP, INC.2+ years Service code 17 · EIN 01-0724493 | Pension Consulting | $4,475 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $2,707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,795 | $36,916+127.0% | $156,551-46.5% | $57,658+45.3% |
| Participation rate | 58.2% | 63.4%-5.2pp | 84.0%-25.8pp | 70.2%-12.0pp |
| Annual return | 7.65% | 12.38%-4.7pp | 32.23%-24.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,897 | $1,926+50.5% | $4,871-40.5% | $3,061-5.3% |
| Admin fee / account holder | $141 | $82+70.9% | $13,028-98.9% | $95+49.1% |