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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,067 |
PREMIER PLAN CONSULTANTS1 year Service code 37 · EIN 82-0986372 6215 FERRIS SQ. SUITE 125 · SAN DIEGO, CA 92121 | Loan Processing | $1,890 |
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 53 · EIN 23-1702591 | Insurance Commissions | $0 |
RELIANCE TRUST COMPANY2 years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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).
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 | $74,891 | $63,114+18.7% | $92,915-19.4% | $65,186+14.9% |
| Participation rate | 35.3% | 68.8%-33.5pp | 76.0%-40.7pp | 70.2%-34.9pp |
| Annual return | 21.71% | 28.75%-7.0pp | 109.45%-87.7pp | 29.39%-7.7pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,269 | $3,108-27.0% | $4,238-46.5% | $3,514-35.4% |
| Admin fee / account holder | $32 | $624-94.9% | $5,796-99.4% | $847-96.2% |