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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $721,917 |
LPL FINANCIAL3+ years Service code 27 | Advisory (Plan) | $196,610 |
UNITED 401K PLANS, INC.2 years Service code 14 | Plan Administrator | $101,939 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 | Advisory (Plan) | $16,863 |
Service code 10 · EIN 87-0367930 | Accounting | $14,805 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 | Recordkeeping | $7,283 |
UNITED 401(K) PLANS, INC.2 years Filed as: UNITED 401(K) PLANS INC. Service code 14 · EIN 20-5321813 | Plan Administrator | $5,265 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $1 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $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.
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.
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 | $20,495 | $100,589-79.6% | $136,298-85.0% | $177,276-88.4% |
| Participation rate | 50.5% | 77.4%-27.0pp | 81.9%-31.4pp | 74.8%-24.4pp |
| Annual return | 18.79% | 39.18%-20.4pp | 5156.27%-5137.5pp | 21.25%-2.5pp |
| Employer contribution / active EE | $472 | $3,259-85.5% | $4,696-89.9% | $2,479-81.0% |
| Participant deferral / active EE | $1,303 | $5,830-77.7% | $6,247-79.1% | $3,881-66.4% |
| Admin fee / account holder | $140 | $55+156.6% | $9,244-98.5% | $154-8.9% |