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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $9,667 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 13 · EIN 33-0499726 17748 SKY PARK CIRCLE, SUITE 240 · IRVINE, CA 92614 | Contract Administrator | $35 |
GIRARD SECURITIES INC2+ 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.
Annual investment return 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.
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 | $21,466 | $60,165-64.3% | $74,184-71.1% | $55,167-61.1% |
| Participation rate | 46.6% | 74.2%-27.6pp | 76.6%-30.0pp | 69.0%-22.4pp |
| Annual return | 4.02% | 10.00%-6.0pp | 17.74%-13.7pp | 169.23%-165.2pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $759 | $2,973-74.5% | $3,550-78.6% | $3,054-75.2% |
| Admin fee / account holder | $68 | $419-83.9% | $5,586-98.8% | $504-86.6% |