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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
Service code 13 · EIN 75-2776689 | Contract Administrator | $0 |
WOODBURY FINANCIAL SERVICES3+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 33 · EIN 41-0944586 | Securities brokerage | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,836 | $72,388-79.5% | $111,392-86.7% | $64,173-76.9% |
| Participation rate | 69.8% | 70.5%-0.7pp | 78.9%-9.1pp | 69.6%+0.2pp |
| Annual return | 8.55% | -1.50%+10.0pp | -2.06%+10.6pp | 7.63%+0.9pp |
| Employer contribution / active EE | $0 | $3,000-100.0% | $4,328-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,186 | $4,241-72.0% | $5,567-78.7% | $3,470-65.8% |
| Admin fee / account holder | $0 | $5,719-100.0% | $12,266-100.0% | $4,887-100.0% |