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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $29,290 |
Service code 64 · EIN 13-5581829 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
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 | $55,084 | $43,423+26.9% | $78,676-30.0% | $55,167-0.2% |
| Participation rate | 72.6% | 68.0%+4.6pp | 73.6%-1.0pp | 69.0%+3.6pp |
| Annual return | 9.30% | 11.53%-2.2pp | 62.19%-52.9pp | 169.23%-159.9pp |
| Employer contribution / active EE | $2,508 | $1,997+25.6% | $2,850-12.0% | $1,963+27.8% |
| Participant deferral / active EE | $4,477 | $2,509+78.5% | $3,517+27.3% | $3,054+46.6% |
| Admin fee / account holder | $151 | $416-63.7% | $4,510-96.7% | $504-70.0% |