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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,722 |
Filed as: HUNNEX AND SHOEMAKER INC Service code 13 · EIN 91-1072394 | Contract Administrator | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORP Service code 53 · EIN 95-2834236 | 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 | $30,805 | $46,173-33.3% | $170,435-81.9% | $69,631-55.8% |
| Participation rate | 27.7% | 63.9%-36.2pp | 83.6%-55.9pp | 70.7%-43.0pp |
| Annual return | 31.92% | 21.62%+10.3pp | 205.94%-174.0pp | 27571.02%-27539.1pp |
| Employer contribution / active EE | $79 | $1,610-95.1% | $5,432-98.5% | $2,032-96.1% |
| Participant deferral / active EE | $1,405 | $2,080-32.4% | $4,939-71.6% | $3,224-56.4% |
| Admin fee / account holder | $128 | $116+10.1% | $13,881-99.1% | $110+15.6% |