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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 73-1554797 | Contract Administrator | $8,239 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $7,847 |
Filed as: HERITAGE INSITUTIONAL SERVICES Service code 27 · EIN 27-2388726 | Advisory (Plan) | $261 |
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,597 | $89,652-64.8% | $141,162-77.6% | $65,185-51.5% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.5%-7.5pp | 70.2%+4.8pp |
| Annual return | 18.06% | 32.79%-14.7pp | 71.39%-53.3pp | 29.38%-11.3pp |
| Employer contribution / active EE | $2,412 | $3,065-21.3% | $4,735-49.1% | $2,177+10.8% |
| Participant deferral / active EE | $4,348 | $5,691-23.6% | $6,709-35.2% | $3,514+23.7% |
| Admin fee / account holder | $201 | $569-64.6% | $10,261-98.0% | $847-76.3% |