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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 50 · EIN 04-1590850 | Direct Payment | $56,668 |
Service code 26 · EIN 20-4751585 | Advisory (Participants) | $25,634 |
ADP BROKER-DEALER6+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $10,758 |
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 | $24,132 | $56,095-57.0% | $178,503-86.5% | $90,274-73.3% |
| Participation rate | 29.8% | 65.6%-35.7pp | 81.9%-52.1pp | 73.4%-43.5pp |
| Annual return | 13.29% | 28.81%-15.5pp | 151.12%-137.8pp | 53.97%-40.7pp |
| Employer contribution / active EE | $36 | $1,572-97.7% | $5,011-99.3% | $2,523-98.6% |
| Participant deferral / active EE | $992 | $2,669-62.8% | $5,202-80.9% | $4,231-76.6% |
| Admin fee / account holder | $119 | $101+18.2% | $13,987-99.1% | $114+4.3% |