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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $58,125 |
Service code 13 · EIN 11-2931438 | Contract Administrator | $5,337 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,399 | $82,674+21.4% | $125,381-19.9% | $68,486+46.6% |
| Participation rate | 71.7% | 75.1%-3.4pp | 82.4%-10.7pp | 67.9%+3.8pp |
| Annual return | -21.20% | -5.97%-15.2pp | 572.31%-593.5pp | -7.85%-13.3pp |
| Employer contribution / active EE | $4,194 | $3,382+24.0% | $4,815-12.9% | $2,597+61.5% |
| Participant deferral / active EE | $8,163 | $6,111+33.6% | $7,448+9.6% | $4,028+102.7% |
| Admin fee / account holder | $700 | $6,277-88.9% | $10,007-93.0% | $5,404-87.1% |