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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $25,001 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
IVY FUNDS2 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
VICTORY2 years Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $81,872 | $52,961+54.6% | $172,755-52.6% | $65,185+25.6% |
| Participation rate | 85.6% | 66.2%+19.4pp | 82.6%+3.0pp | 70.2%+15.4pp |
| Annual return | 31.06% | 30.12%+0.9pp | 802.94%-771.9pp | 29.38%+1.7pp |
| Employer contribution / active EE | $2,476 | $2,190+13.0% | $5,144-51.9% | $2,177+13.7% |
| Participant deferral / active EE | $6,418 | $2,471+159.7% | $5,198+23.5% | $3,514+82.6% |
| Admin fee / account holder | $152 | $472-67.9% | $13,955-98.9% | $847-82.1% |