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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INS. CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $48,634 |
ROCKLAND TRUST1 year Filed as: ROCKLAND TRUST CO. Service code 27 · EIN 41-7852600 | Advisory (Plan) | $26,352 |
Filed as: MASS MUTUAL LIFE INS. CO Service code 72 | Other investment fees and expenses | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,567 | $52,884+20.2% | $84,750-25.0% | $55,167+15.2% |
| Participation rate | 63.3% | 67.5%-4.2pp | 76.6%-13.3pp | 69.0%-5.7pp |
| Annual return | 9.49% | 18.03%-8.5pp | 22.78%-13.3pp | 169.23%-159.7pp |
| Employer contribution / active EE | $2,897 | $2,233+29.7% | $3,574-18.9% | $1,963+47.6% |
| Participant deferral / active EE | $1,986 | $2,644-24.9% | $3,712-46.5% | $3,054-35.0% |
| Admin fee / account holder | $266 | $581-54.2% | $5,332-95.0% | $504-47.2% |