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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 83-1288917 | Accounting | $12,500 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D STARK COMPANY Service code 10 · EIN 74-1537058 | Accounting | $3,078 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,113 | $55,449-56.5% | $83,830-71.2% | $56,287-57.2% |
| Participation rate | 42.6% | 68.0%-25.4pp | 76.1%-33.5pp | 69.9%-27.2pp |
| Annual return | -7.13% | -1.38%-5.7pp | 850.97%-858.1pp | -9.96%+2.8pp |
| Employer contribution / active EE | $696 | $2,430-71.4% | $3,631-80.8% | $2,111-67.0% |
| Participant deferral / active EE | $934 | $2,935-68.2% | $4,082-77.1% | $3,350-72.1% |
| Admin fee / account holder | $225 | $656-65.7% | $5,479-95.9% | $521-56.8% |