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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $60,556 |
BENEFIT SOLUTIONS, ETC.3+ years Filed as: BENEFIT SOLUTIONS, ETC Service code 13 | Contract Administrator | $16,169 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $12,950 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,393 |
BENEFIT SOLUTIONS, ETC.3+ years Service code 13 · EIN 81-3186048 | Contract Administrator | $1,835 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,349 | $46,332-75.5% | $143,799-92.1% | $64,819-82.5% |
| Participation rate | 97.2% | 64.2%+32.9pp | 80.3%+16.9pp | 71.5%+25.7pp |
| Annual return | -7.01% | -10.05%+3.0pp | -0.04%-7.0pp | 32.84%-39.9pp |
| Employer contribution / active EE | $2,245 | $1,911+17.5% | $4,952-54.7% | $2,507-10.5% |
| Participant deferral / active EE | $1,532 | $2,647-42.1% | $5,638-72.8% | $4,311-64.5% |
| Admin fee / account holder | $89 | $154-42.0% | $14,677-99.4% | $188-52.5% |