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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERIVCES LLC Service code 15 · EIN 26-1589907 100 BRIGHT MEADOW BLVD., MIP 154 · ENFIELD, CT 08082 | Recordkeeping | $85,830 |
GILBERT & SACKMAN4+ years Service code 29 · EIN 95-2906951 3699 WILSHIRE BLVD., SUITE 200 · LOS ANGELES, CA 90010 | Legal | $47,424 |
Filed as: MORGAN STANLEY Service code 27 · EIN 51-0116113 5390 KIETZKE LANE, SUITE 200 · RENO, NV 89511 | Advisory (Plan) | $43,868 |
DAVID BRODY & CO.4+ years Service code 10 · EIN 95-4778275 17785 CENTER COURT DRIVE, STE. 680 · CERRITOS, CA 90703 | Accounting | $14,225 |
Service code 14 · EIN 52-1590516 2250 SOUTH RANCHO DRIVE STE. 295 · LAS VEGAS, NV 89102 | Plan Administrator | $7,000 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN AGENCY Service code 22 · EIN 36-1436000 1 POLARIS WAY 300 · ALISO VIEJO, CA 92656 | Insurance Broker | $6,586 |
Filed as: SHEET METAL WORKERS' TRUST FUNDS OF Service code 13 · EIN 95-4337897 P.O. BOX 10067 · MANHATTAN BEACH, CA 90266 | Contract Administrator | $5,164 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,878 | $60,396-70.4% | $83,850-78.7% | $75,289-76.3% |
| Participation rate | 61.9% | 80.7%-18.9pp | 76.1%-14.3pp | 72.4%-10.6pp |
| Annual return | -6.12% | 3.84%-10.0pp | 850.92%-857.0pp | -0.04%-6.1pp |
| Employer contribution / active EE | $171 | $3,343-94.9% | $3,631-95.3% | $2,405-92.9% |
| Participant deferral / active EE | $601 | $2,922-79.4% | $4,082-85.3% | $3,739-83.9% |
| Admin fee / account holder | $112 | $141-20.9% | $5,478-98.0% | $102+9.1% |