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| Provider | Service type | Compensation |
|---|---|---|
CAPITAL TRUST & ASSOCIATES LLC2+ years Service code 50 · EIN 46-3118182 | Direct Payment | $10,577 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $706 |
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.
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 | $35,553 | $37,213-4.5% | $156,551-77.3% | $63,975-44.4% |
| Participation rate | 4.2% | 65.0%-60.8pp | 84.0%-79.8pp | 71.1%-67.0pp |
| Annual return | 7.53% | 47.89%-40.4pp | 32.23%-24.7pp | 48.65%-41.1pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $111 | $2,070-94.7% | $4,871-97.7% | $3,356-96.7% |
| Admin fee / account holder | $71 | $56+26.0% | $13,028-99.5% | $70+0.8% |