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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1+ years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 13 · EIN 33-0499726 17748 SKY PARK CIRCLE, SUITE 240 · IRVINE, CA 92614 | Contract Administrator | $12,075 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $9,805 |
GIRARD SECURITIES INC1+ years Filed as: GIRARD SECURITIES Service code 53 · EIN 33-0394862 2286 N. STATE COLLEGE BLVD. · FULLERTON, CA 92831 | Insurance Commissions | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,309 | $54,320-62.6% | $67,652-70.0% | $52,331-61.2% |
| Participation rate | 43.6% | 73.6%-30.0pp | 75.7%-32.1pp | 68.1%-24.5pp |
| Annual return | -0.71% | 6.81%-7.5pp | 6625.40%-6626.1pp | 4.54%-5.3pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $749 | $2,950-74.6% | $3,560-78.9% | $3,022-75.2% |
| Admin fee / account holder | $135 | $527-74.4% | $4,821-97.2% | $592-77.2% |