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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,635 |
THE RETIREMENT ADVANTAGE INC2+ years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 · EIN 39-1816008 | Contract Administrator | $1,422 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,836 | $60,165-62.0% | $74,184-69.2% | $55,167-58.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 15.37% | 10.00%+5.4pp | 17.74%-2.4pp | 169.23%-153.9pp |
| Employer contribution / active EE | $1,555 | $1,600-2.8% | $2,370-34.4% | $1,963-20.8% |
| Participant deferral / active EE | $1,492 | $2,973-49.8% | $3,550-58.0% | $3,054-51.2% |
| Admin fee / account holder | $53 | $419-87.4% | $5,586-99.1% | $504-89.5% |