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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $27,588 |
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 | $66,282 | $50,637+30.9% | $86,582-23.4% | $62,293+6.4% |
| Participation rate | 71.1% | 67.9%+3.2pp | 73.5%-2.5pp | 69.5%+1.6pp |
| Annual return | 19.34% | 20.80%-1.5pp | 965.08%-945.7pp | 28.90%-9.6pp |
| Employer contribution / active EE | $2,365 | $2,075+14.0% | $2,839-16.7% | $2,042+15.8% |
| Participant deferral / active EE | $4,178 | $2,611+60.0% | $3,609+15.8% | $3,169+31.8% |
| Admin fee / account holder | $144 | $413-65.1% | $4,904-97.1% | $479-69.9% |