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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $32,429 |
DAVID BRODY & CO.2+ years Filed as: DAVID BRODY & COMPANY Service code 10 · EIN 95-4778275 17785 CENTER COURT DRIVE · CERRITOS, CA 90703 | Accounting | $6,500 |
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.
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 | $22,183 | $63,905-65.3% | $74,184-70.1% | $57,658-61.5% |
| Participation rate | 50.9% | 79.8%-28.9pp | 76.6%-25.7pp | 70.2%-19.3pp |
| Annual return | 7.13% | 60.60%-53.5pp | 17.74%-10.6pp | 5.13%+2.0pp |
| Employer contribution / active EE | $707 | $1,840-61.6% | $2,370-70.2% | $1,974-64.2% |
| Participant deferral / active EE | $199 | $3,448-94.2% | $3,550-94.4% | $3,061-93.5% |
| Admin fee / account holder | $239 | $91+162.3% | $5,586-95.7% | $95+152.7% |