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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $71,274 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 · EIN 13-3745616 | Contract Administrator | $20,488 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $3,805 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $2,262 |
Filed as: METLIFE SECURITIES INC Service code 53 · EIN 13-3175978 | Insurance Commissions | $1,729 |
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 | $20,769 | $46,173-55.0% | $170,439-87.8% | $69,631-70.2% |
| Participation rate | 77.0% | 63.9%+13.1pp | 83.6%-6.6pp | 70.7%+6.3pp |
| Annual return | 23.81% | 21.62%+2.2pp | 205.94%-182.1pp | 27571.02%-27547.2pp |
| Employer contribution / active EE | $718 | $1,610-55.4% | $5,433-86.8% | $2,032-64.7% |
| Participant deferral / active EE | $1,780 | $2,080-14.4% | $4,939-64.0% | $3,224-44.8% |
| Admin fee / account holder | $294 | $116+153.7% | $13,881-97.9% | $110+166.4% |