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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,353 |
QUALIFIED PLANS, LLC1+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $4,411 |
CES INS AGENCY INC1+ years Filed as: CES INS AGENCY Service code 53 · EIN 04-2865307 | Insurance Commissions | $0 |
MARC GOODMAN1+ years Filed as: MARC W LEVY Service code 53 238 MATHIS FERRY ROAD · MOUNT PLEASANT, SC 29464 | Insurance Commissions | $0 |
Filed as: MASS MUTUAL INSURANCE COMPANY Service code 72 | Other investment fees and expenses | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANAY Service code 60 | Sub-TA Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 60 | Sub-TA Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPNAY Service code 60 | Sub-TA Fees | $0 |
Filed as: MASS MUTUAL LIFE INURANCE COMPANY Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,158 | $45,283+83.6% | $155,790-46.6% | $52,331+58.9% |
| Participation rate | 42.0% | 62.2%-20.2pp | 76.1%-34.1pp | 68.1%-26.1pp |
| Annual return | 2.87% | 1.80%+1.1pp | 71.54%-68.7pp | 4.54%-1.7pp |
| Employer contribution / active EE | $622 | $1,329-53.2% | $3,836-83.8% | $1,882-67.0% |
| Participant deferral / active EE | $2,758 | $2,854-3.4% | $4,797-42.5% | $3,022-8.7% |
| Admin fee / account holder | $162 | $981-83.5% | $7,478-97.8% | $592-72.6% |