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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $4,181 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $570 |
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).
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 | $110,261 | $54,672+101.7% | $80,022+37.8% | - |
| Participation rate | 55.6% | 65.0%-9.5pp | 75.8%-20.3pp | - |
| Annual return | -3.92% | -8.02%+4.1pp | 11.22%-15.1pp | - |
| Employer contribution / active EE | $1,069 | $1,529-30.1% | $2,468-56.7% | - |
| Participant deferral / active EE | $3,318 | $2,794+18.8% | $3,686-10.0% | - |
| Admin fee / account holder | $82 | $4,207-98.0% | $6,521-98.7% | - |