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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,177 |
Service code 13 · EIN 27-1186851 | Contract Administrator | $3,685 |
ANTONIO CAXIDE1 year Filed as: ANTONIO ACCARDO Service code 53 3003 OAK RD. #250 · WALNUT CREEK, CA 94597 | Insurance Commissions | $0 |
BAIRD FUNDS1 year Filed as: ROBERT B. FAKHIMI Service code 53 3003 OAK RD. · WALNUT CREEK, CA 94597 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,711 | $56,640+12.5% | $78,002-18.3% | $55,167+15.5% |
| Participation rate | 41.7% | 73.3%-31.7pp | 75.5%-33.9pp | 69.0%-27.3pp |
| Annual return | 8.49% | 2868.48%-2860.0pp | 425.99%-417.5pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,595 | $1,724-7.5% | $2,470-35.4% | $1,963-18.8% |
| Participant deferral / active EE | $2,732 | $2,778-1.7% | $3,497-21.9% | $3,054-10.5% |
| Admin fee / account holder | $92 | $467-80.2% | $5,481-98.3% | $504-81.7% |