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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,575 |
YANULIS & ASSOCIATES6+ years Service code 13 · EIN 16-1418035 | Contract Administrator | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,772 | $70,917-43.9% | $98,920-59.8% | $73,497-45.9% |
| Participation rate | 67.7% | 73.8%-6.1pp | 76.0%-8.3pp | 70.7%-3.0pp |
| Annual return | 12.27% | 34.18%-21.9pp | 196.47%-184.2pp | 28.51%-16.2pp |
| Employer contribution / active EE | $270 | $2,037-86.7% | $2,689-90.0% | $2,270-88.1% |
| Participant deferral / active EE | $2,035 | $3,501-41.9% | $4,245-52.1% | $3,740-45.6% |
| Admin fee / account holder | $48 | $535-91.1% | $6,643-99.3% | $513-90.7% |