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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,063 |
CODY LAPAGE1 year Service code 53 628 MAPLE AVENUE · SARATOGA SPRINGS, NY 12866 | Insurance Commissions | $0 |
Filed as: JOHN D DEMARIA Service code 53 24 CENTURY HILL DR · LATHAM, NY 12110 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $103,130 | $54,573+89.0% | $90,970+13.4% | $73,493+40.3% |
| Participation rate | 34.7% | 61.2%-26.4pp | 69.0%-34.3pp | 70.7%-36.0pp |
| Annual return | 16.20% | 16.69%-0.5pp | 134.58%-118.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $197 | $991-80.1% | $2,122-90.7% | $2,270-91.3% |
| Participant deferral / active EE | $2,193 | $2,517-12.9% | $3,373-35.0% | $3,740-41.4% |
| Admin fee / account holder | $12 | $521-97.7% | $5,960-99.8% | $513-97.6% |