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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $5,763 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
VICTORY2 years Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,079 | $65,322-49.4% | $70,462-53.1% | $73,493-55.0% |
| Participation rate | 50.4% | 77.0%-26.5pp | 75.1%-24.6pp | 70.7%-20.2pp |
| Annual return | 13.23% | 15.71%-2.5pp | 109.08%-95.9pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,943 | $2,460-21.0% | $2,737-29.0% | $2,270-14.4% |
| Participant deferral / active EE | $1,300 | $3,375-61.5% | $3,710-65.0% | $3,740-65.2% |
| Admin fee / account holder | $81 | $214-62.1% | $3,845-97.9% | $513-84.2% |