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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,161 |
PPS PENSION & FINANCIAL SERVICES2+ years Service code 13 | Contract Administrator | $4,564 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $3,573 |
PPS PENSION & FINANCIAL SERVICES2+ years Filed as: PPS PENSION & FINANCIAL SVCS Service code 13 · EIN 16-1062503 | Contract Administrator | $270 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $11,288 | $65,378-82.7% | $87,103-87.0% | $65,186-82.7% |
| Participation rate | 72.7% | 75.3%-2.6pp | 76.9%-4.1pp | 70.2%+2.5pp |
| Annual return | -51.83% | 31.28%-83.1pp | 28.19%-80.0pp | 29.39%-81.2pp |
| Employer contribution / active EE | $783 | $1,823-57.0% | $2,521-68.9% | $2,177-64.0% |
| Participant deferral / active EE | $1,531 | $3,389-54.8% | $4,049-62.2% | $3,514-56.4% |
| Admin fee / account holder | $66 | $520-87.3% | $7,491-99.1% | $847-92.2% |