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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $26,897 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $15,759 |
CONTINENTAL BENEFITS GROUP, INC.3+ years Service code 17 · EIN 01-0724493 | Pension Consulting | $4,275 |
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 | $95,912 | $46,173+107.7% | $170,435-43.7% | $69,631+37.7% |
| Participation rate | 53.2% | 63.9%-10.7pp | 83.6%-30.4pp | 70.7%-17.5pp |
| Annual return | 16.71% | 21.62%-4.9pp | 205.94%-189.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,767 | $2,080+33.0% | $4,939-44.0% | $3,224-14.2% |
| Admin fee / account holder | $105 | $116-9.8% | $13,881-99.2% | $110-5.3% |