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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $18,383 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $13,744 |
FIDUCIARY DOCTORS, LLC1 year Filed as: FIDUCIARY DOCTORS LLC Service code 10 · EIN 45-1427680 | Accounting | $12,375 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $1,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,929 | $57,921-67.3% | $84,753-77.7% | $57,658-67.2% |
| Participation rate | 60.9% | 72.9%-12.1pp | 76.6%-15.7pp | 70.2%-9.4pp |
| Annual return | 7.54% | 10.24%-2.7pp | 22.78%-15.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $384 | $2,598-85.2% | $3,574-89.3% | $1,974-80.5% |
| Participant deferral / active EE | $1,845 | $2,742-32.7% | $3,712-50.3% | $3,061-39.7% |
| Admin fee / account holder | $76 | $130-41.7% | $5,333-98.6% | $95-20.0% |