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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES INC Service code 53 | Insurance Commissions | $15,502 |
Filed as: MASS MUTUAL LIFE INS COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,034 |
BEACON POINTE ADVISORS LLC3+ years Filed as: BEACON BENEFITS, INC. Service code 13 5 CHERRY HILL DRIVE · DANVERS, MA 01923 | Contract Administrator | $850 |
AMERICAN FUNDS1 year Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
DEAN DORTON ALLEN FORD, PLLC3+ years Filed as: DEAN GODEK Service code 53 300 WHITNEY AVE, SUITE 600 · HOLYOKE, MA 01040 | Insurance Commissions | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3335387 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-1458637 | Indirect Investment Fees | $0 |
LAWRENCE C. MUSGROVE ASSOCIATES3+ years Filed as: LAWRENCE DONN Service code 53 300 WHITNEY AVE, SUITE 600 · HOLYOKE, MA 01040 | Insurance Commissions | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 | Indirect Investment Fees | $0 |
Participant 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 | $19,852 | $47,977-58.6% | $154,111-87.1% | $56,287-64.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 8.00% | 3.54%+4.5pp | 735.18%-727.2pp | -9.96%+18.0pp |
| Employer contribution / active EE | $484 | $2,169-77.7% | $5,298-90.9% | $2,111-77.1% |
| Participant deferral / active EE | $573 | $2,392-76.0% | $5,081-88.7% | $3,350-82.9% |
| Admin fee / account holder | $62 | $438-85.8% | $13,411-99.5% | $521-88.1% |