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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,105 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $52,109 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $25,604 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,709 |
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 | $31,215 | $56,095-44.4% | $178,503-82.5% | $90,274-65.4% |
| Participation rate | 40.9% | 65.6%-24.6pp | 81.9%-41.0pp | 73.4%-32.4pp |
| Annual return | 35.65% | 28.81%+6.8pp | 151.12%-115.5pp | 53.97%-18.3pp |
| Employer contribution / active EE | $147 | $1,572-90.7% | $5,011-97.1% | $2,523-94.2% |
| Participant deferral / active EE | $2,214 | $2,669-17.0% | $5,202-57.4% | $4,231-47.7% |
| Admin fee / account holder | $97 | $101-3.2% | $13,987-99.3% | $114-14.6% |