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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,754 |
RANDY SILHAN, CPA, CFE1 year Filed as: RANDAY SILHAN, CPA, CFE Service code 50 · EIN 26-2515308 | Direct Payment | $6,200 |
Filed as: PENTEC PENSION MGMT GROUP, INC. Service code 50 · EIN 75-2776689 | Direct Payment | $4,425 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $0 |
THOMAS BEAL1 year Filed as: THOMAS H. KYLE Service code 53 123 N CROCKETT ST., STE. 300 · SHERMAN, TX 75090 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,201 | $49,025-75.1% | $87,502-86.1% | $62,881-80.6% |
| Participation rate | 46.3% | 64.9%-18.6pp | 73.8%-27.6pp | 69.3%-23.1pp |
| Annual return | 3.93% | 10.02%-6.1pp | 12.21%-8.3pp | 20.14%-16.2pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,001 | $2,289-56.3% | $3,149-68.2% | $3,203-68.7% |
| Admin fee / account holder | $224 | $4,065-94.5% | $4,221-94.7% | $4,296-94.8% |