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| Provider | Service type | Compensation |
|---|---|---|
IATSE LOCAL 11 ANNUITY FUND2+ years Service code 50 · EIN 04-3204580 | Direct Payment | $135,223 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $52,537 |
SBHU LIFE AGENCY INC2+ years Service code 53 · EIN 13-2896238 | Insurance Commissions | $37,037 |
Service code 72 | Other investment fees and expenses | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,817 | $56,640-27.9% | $80,977-49.6% | $57,658-29.2% |
| Participation rate | 79.6% | 75.9%+3.8pp | 75.8%+3.8pp | 70.2%+9.4pp |
| Annual return | 6.95% | 19.97%-13.0pp | 17.11%-10.2pp | 5.13%+1.8pp |
| Employer contribution / active EE | $1,042 | $2,085-50.0% | $3,715-71.9% | $1,974-47.2% |
| Participant deferral / active EE | $1,930 | $4,944-61.0% | $5,696-66.1% | $3,061-36.9% |
| Admin fee / account holder | $368 | $87+322.3% | $5,517-93.3% | $95+289.1% |