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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $16,897 |
PPS PENSION & FINANCIAL SERVICES1+ years Filed as: PPS PENSION AND FINANCIAL SERVICES Service code 13 8660 SHERIDAN DRIVE · WILLIAMSVILLE, NY 14221 | Contract Administrator | $7,333 |
JOSEPH W. MCCARTHY & ASSOCIATES1+ years Filed as: JOSEPH L DILEO Service code 53 300 COPORATE PKWY STE 216N · AMHERST, NY 14226 | Insurance Commissions | $0 |
Filed as: MASSCHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
Filed as: ROBIN M TOMASULA Service code 53 8660 SHERIDAN DRIVE · WILLIAMSVILLE, NY 14221 | Insurance Commissions | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $5,227 | $88,324-94.1% | $115,037-95.5% | $55,191-90.5% |
| Participation rate | 29.7% | 72.5%-42.8pp | 81.4%-51.7pp | 69.2%-39.4pp |
| Annual return | -5.66% | 6.30%-12.0pp | 26.14%-31.8pp | 10.78%-16.4pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $400 | $5,042-92.1% | $6,026-93.4% | $3,046-86.9% |
| Admin fee / account holder | $99 | $105-5.6% | $8,175-98.8% | $91+9.5% |