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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,648 |
Filed as: FUTURE PLAN CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $5,608 | $112,131-95.0% | $95,964-94.2% | $158,982-96.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.02% | 171.19%-154.2pp | 91.64%-74.6pp | 302.99%-286.0pp |
| Employer contribution / active EE | $2,864 | $3,199-10.5% | $2,541+12.7% | $4,763-39.9% |
| Participant deferral / active EE | $7,469 | $4,784+56.1% | $4,167+79.3% | $5,983+24.8% |
| Admin fee / account holder | $32 | $10,136-99.7% | $6,797-99.5% | $11,252-99.7% |