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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 11-2859146 | Advisory (Plan) | $5,391 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,981 |
Filed as: ROBIN S WEINGAST Service code 53 | Insurance Commissions | $967 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $288 |
Service code 53 · EIN 95-3845382 | Insurance Commissions | $261 |
STEPHEN L. GROSSMAN1 year Filed as: STEPHEN L GROSSMAN Service code 53 · EIN 64-6473410 250 WEST 34TH ST · NEW YORK, NY 10119 | Insurance Commissions | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
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 | $2,801 | $45,382-93.8% | $154,111-98.2% | $75,289-96.3% |
| Participation rate | 58.3% | 65.9%-7.6pp | 83.0%-24.8pp | 72.4%-14.2pp |
| Annual return | 8.00% | -0.47%+8.5pp | 735.18%-727.2pp | -0.04%+8.0pp |
| Employer contribution / active EE | $271 | $1,533-82.3% | $5,298-94.9% | $2,405-88.7% |
| Participant deferral / active EE | $266 | $2,384-88.8% | $5,081-94.8% | $3,739-92.9% |
| Admin fee / account holder | $15 | $89-83.5% | $13,411-99.9% | $102-85.6% |