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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $7,683 |
Service code 15 · EIN 75-2776689 | Recordkeeping | $2,650 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
MICKEY LONG, ESQ.3 years Filed as: MICKEY RAY Service code 27 4801 N MIDLAND DR F · MIDLAND, TX 797073421 | Advisory (Plan) | $0 |
Filed as: MML INSURANCE AGENCY LLC Service code 28 · EIN 04-3109325 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,144 | $88,042-79.4% | $138,135-86.9% | $79,858-77.3% |
| Participation rate | 90.4% | 71.4%+19.0pp | 78.7%+11.7pp | 69.6%+20.8pp |
| Annual return | 2.95% | 20.58%-17.6pp | 20.51%-17.6pp | 31.71%-28.8pp |
| Employer contribution / active EE | $1,606 | $3,103-48.3% | $5,587-71.3% | $2,471-35.0% |
| Participant deferral / active EE | $5,116 | $4,704+8.7% | $6,431-20.5% | $3,740+36.8% |
| Admin fee / account holder | $29 | $7,791-99.6% | $11,856-99.8% | $5,306-99.5% |