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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $228 |
WOODBURY FINANCIAL SERVICES4+ years Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 52 · EIN 41-0944586 | Indirect Investment Fees | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,051 | $66,302-56.2% | $110,243-73.6% | $56,287-48.4% |
| Participation rate | 14.7% | 74.9%-60.2pp | 79.8%-65.1pp | 69.9%-55.1pp |
| Annual return | -3.85% | -1.18%-2.7pp | 314.76%-318.6pp | -9.96%+6.1pp |
| Employer contribution / active EE | $734 | $2,047-64.2% | $3,827-80.8% | $2,111-65.2% |
| Participant deferral / active EE | $801 | $3,381-76.3% | $4,672-82.9% | $3,350-76.1% |
| Admin fee / account holder | $31 | $698-95.6% | $8,548-99.6% | $521-94.0% |