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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $15,793 |
Filed as: THE ANGELL PENSION GROUP Service code 49 · EIN 04-2530412 | Other Services | $10,882 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,468 | $63,768-66.3% | $98,506-78.2% | $79,389-73.0% |
| Participation rate | 42.9% | 69.9%-27.0pp | 73.3%-30.5pp | 70.7%-27.9pp |
| Annual return | 10.21% | 626.18%-616.0pp | 1494.92%-1484.7pp | 116.89%-106.7pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $703 | $3,305-78.7% | $4,277-83.6% | $4,046-82.6% |
| Admin fee / account holder | $119 | $516-76.8% | $5,955-98.0% | $626-80.9% |