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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,021 |
LPL FINANCIAL1 year Filed as: LPL FIANCCIAL CORPORATION Service code 53 | Insurance Commissions | $7,069 |
Filed as: HUNNEX & SHOEMAKER INC Service code 13 | Contract Administrator | $6,000 |
HUNNEX AND SHOEMAKER, INC.2+ years Service code 13 · EIN 91-1072394 701 FIFTH AVENUE SUITE 6710 · SEATTLE, WA 98104 | Contract Administrator | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Commissions | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,310 | $46,732-48.0% | $156,551-84.5% | $55,167-55.9% |
| Participation rate | 24.4% | 65.8%-41.4pp | 84.0%-59.6pp | 69.0%-44.6pp |
| Annual return | 7.46% | 17.72%-10.3pp | 32.23%-24.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $78 | $2,105-96.3% | $5,501-98.6% | $1,963-96.0% |
| Participant deferral / active EE | $1,316 | $2,204-40.3% | $4,871-73.0% | $3,054-56.9% |
| Admin fee / account holder | $130 | $418-68.9% | $13,028-99.0% | $504-74.2% |