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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $11,292 |
EDWARD JONES1+ years Filed as: EDWARD JONES INSURANCE AGENCY WY LL Service code 16 · EIN 83-0271745 | Consulting | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $8,524 | $46,360-81.6% | $147,617-94.2% | $52,331-83.7% |
| Participation rate | 85.0% | 64.9%+20.1pp | 84.6%+0.4pp | 68.1%+16.9pp |
| Annual return | -2.60% | 1.62%-4.2pp | 61.98%-64.6pp | 4.54%-7.1pp |
| Employer contribution / active EE | $945 | $2,126-55.6% | $5,564-83.0% | $1,882-49.8% |
| Participant deferral / active EE | $1,999 | $2,258-11.5% | $4,895-59.2% | $3,022-33.9% |
| Admin fee / account holder | $66 | $766-91.4% | $11,612-99.4% | $592-88.9% |