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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $13,832 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,296 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 1102 CHESTNUT HILLS PRKY SUITE 100 · FORT WAYNE, IN 46814 | Contract Administrator | $725 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $50 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,580 | $65,437-25.8% | $86,698-44.0% | $66,949-27.4% |
| Participation rate | 41.3% | 75.5%-34.2pp | 76.6%-35.3pp | 69.8%-28.6pp |
| Annual return | -13.08% | -10.91%-2.2pp | 35.96%-49.0pp | 1.57%-14.6pp |
| Employer contribution / active EE | $970 | $2,154-55.0% | $2,837-65.8% | $2,545-61.9% |
| Participant deferral / active EE | $2,076 | $4,102-49.4% | $4,656-55.4% | $4,239-51.0% |
| Admin fee / account holder | $155 | $642-75.9% | $7,492-97.9% | $594-74.0% |