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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $45,588 |
IPS RIA, LLC2+ years Service code 16 · EIN 47-1445310 | Consulting | $41,094 |
BAKER TILLY US, LLP1 year Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $17,453 |
Filed as: MASSMUTUAL Service code 38 · EIN 04-1590850 | Participant Communication | $14,830 |
IPS RIA, LLC1 year Filed as: IPS RIA LLC Service code 27 · EIN 47-1445310 | Advisory (Plan) | $12,968 |
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.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,509 | $65,292-27.2% | $171,082-72.2% | $65,292-27.2% |
| Participation rate | 21.5% | 72.4%-50.9pp | 76.7%-55.2pp | 72.4%-50.9pp |
| Annual return | 6.55% | 11.84%-5.3pp | 32.56%-26.0pp | 11.84%-5.3pp |
| Employer contribution / active EE | $32 | $2,302-98.6% | $4,002-99.2% | $2,302-98.6% |
| Participant deferral / active EE | $899 | $3,579-74.9% | $4,797-81.3% | $3,579-74.9% |
| Admin fee / account holder | $78 | $57+36.0% | $8,520-99.1% | $57+36.0% |