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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1 year Filed as: PENSION DESIGN, INC Service code 15 · EIN 77-0088483 | Recordkeeping | $7,146 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,059 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 49 · EIN 13-2808480 | Other Services | $0 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,138 | $51,466-29.8% | $78,778-54.1% | $62,293-42.0% |
| Participation rate | 48.5% | 59.8%-11.2pp | 69.2%-20.6pp | 69.5%-21.0pp |
| Annual return | 11.63% | 19.96%-8.3pp | 35.62%-24.0pp | 28.90%-17.3pp |
| Employer contribution / active EE | $485 | $827-41.3% | $1,986-75.6% | $2,042-76.2% |
| Participant deferral / active EE | $947 | $2,147-55.9% | $2,958-68.0% | $3,169-70.1% |
| Admin fee / account holder | $122 | $489-75.1% | $5,134-97.6% | $479-74.5% |