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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INS CO Service code 49 · EIN 04-1590850 | Other Services | $12,661 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORP Service code 53 · EIN 95-2834236 | Insurance Commissions | $6,540 |
HUNNEX AND SHOEMAKER, INC.2 years Filed as: HUNNEX AND SHOEMAKER INC Service code 13 · EIN 91-1072394 | Contract Administrator | $2,507 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLANS LLC Service code 13 | Contract Administrator | $75 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLANS Service code 13 · EIN 91-1072394 | Contract Administrator | $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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,710 | $47,977-46.4% | $154,108-83.3% | $56,289-54.3% |
| Participation rate | 38.5% | 66.2%-27.6pp | 83.0%-44.5pp | 69.9%-31.3pp |
| Annual return | -6.28% | 3.54%-9.8pp | 735.21%-741.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $104 | $2,169-95.2% | $5,298-98.0% | $2,111-95.1% |
| Participant deferral / active EE | $1,649 | $2,392-31.0% | $5,081-67.5% | $3,350-50.8% |
| Admin fee / account holder | $127 | $438-71.1% | $13,411-99.1% | $521-75.7% |