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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,399 | $82,664+21.5% | $125,339-19.9% | $68,494+46.6% |
| Participation rate | 71.7% | 75.0%-3.4pp | 82.4%-10.7pp | 67.9%+3.8pp |
| Annual return | -21.20% | -5.97%-15.2pp | 572.05%-593.3pp | -7.84%-13.4pp |
| Employer contribution / active EE | $4,194 | $3,381+24.1% | $4,814-12.9% | $2,596+61.6% |
| Participant deferral / active EE | $8,163 | $6,110+33.6% | $7,446+9.6% | $4,027+102.7% |
| Admin fee / account holder | $700 | $6,275-88.9% | $10,010-93.0% | $5,403-87.1% |