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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES INC Service code 53 | Insurance Commissions | $11,967 |
BEACON POINTE ADVISORS LLC2+ years Filed as: BEACON BENEFITS, INC. Service code 13 5 CHERRY HILL DRIVE · DANVERS, MA 01923 | Contract Administrator | $1,200 |
DEAN DORTON ALLEN FORD, PLLC2+ years Filed as: DEAN GODEK Service code 53 300 WHITNEY AVE, SUITE 600 · HOLYOKE, MA 01040 | Insurance Commissions | $85 |
LAWRENCE C. MUSGROVE ASSOCIATES2+ years Filed as: LAWRENCE DONN Service code 53 300 WHITNEY AVE, SUITE 600 · HOLYOKE, MA 01040 | Insurance Commissions | $0 |
Filed as: MASS MUTUAL LIFE INS COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 60 | Sub-TA Fees | $0 |
Filed as: MML INVESTORS SERVICES IN Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
PETER CHANG ENTERPRISES, INC.2+ years Filed as: PETER NOVAK Service code 53 300 WHITNEY AVE, SUITE 600 · HOLYOKE, MA 01040 | Insurance Commissions | $0 |
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 | $18,261 | $55,453-67.1% | $170,435-89.3% | $62,293-70.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 25.01% | 21.38%+3.6pp | 205.94%-180.9pp | 28.90%-3.9pp |
| Employer contribution / active EE | $478 | $2,164-77.9% | $5,432-91.2% | $2,042-76.6% |
| Participant deferral / active EE | $699 | $2,303-69.6% | $4,939-85.8% | $3,169-77.9% |
| Admin fee / account holder | $53 | $455-88.4% | $13,881-99.6% | $479-89.0% |