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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,329 |
Filed as: COMPREHENSIVE BROKERAGE SERVICES IN Service code 53 · EIN 22-3580765 | Insurance Commissions | $0 |
Filed as: HOWARD ZODICOFF Service code 53 300 GARDEN CITY PLZ STE 252 · ARDEN CITY, NY 11530 | Insurance Commissions | $0 |
Filed as: STANLEY R NADEL Service code 53 300 GARDEN CITY PLZ STE 252 · GARDEN CITY, NY 11530 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $14,609 | $31,424-53.5% | $81,473-82.1% | $69,631-79.0% |
| Participation rate | 64.1% | 50.8%+13.2pp | 68.0%-3.9pp | 70.7%-6.6pp |
| Annual return | 14.32% | 22.44%-8.1pp | 38.78%-24.5pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $342 | $1,029-66.8% | $2,568-86.7% | $2,032-83.2% |
| Participant deferral / active EE | $1,665 | $1,838-9.4% | $3,537-52.9% | $3,224-48.4% |
| Admin fee / account holder | $65 | $103-36.4% | $4,561-98.6% | $110-40.9% |