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| Provider | Service type | Compensation |
|---|---|---|
PLANNING CORP OF AMERICA4+ years Service code 15 · EIN 59-1199408 | Recordkeeping | $3,335 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $366 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,905 | $55,706-66.1% | $75,886-75.1% | $72,985-74.1% |
| Participation rate | 64.9% | 61.1%+3.8pp | 69.3%-4.3pp | 69.5%-4.5pp |
| Annual return | 12.95% | 27.59%-14.6pp | 30.76%-17.8pp | 81.00%-68.1pp |
| Employer contribution / active EE | $857 | $1,687-49.2% | $2,500-65.7% | $2,440-64.9% |
| Participant deferral / active EE | $1,675 | $2,634-36.4% | $3,603-53.5% | $3,607-53.6% |
| Admin fee / account holder | $10 | $3,978-99.8% | $5,418-99.8% | $5,124-99.8% |