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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 17 | Pension Consulting | $19,347 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,260 |
CARDINAL PENSION GROUP, INC.1+ years Filed as: CARDINAL PENSION GROUP INC. Service code 17 · EIN 26-3253999 | Pension Consulting | $0 |
KESTRAINVESMENT SERVICES, LLC1+ years Service code 53 · EIN 74-2794194 | Insurance Commissions | $0 |
Filed as: MASSACHUSETSS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $33,810 | $36,916-8.4% | $156,551-78.4% | $57,658-41.4% |
| Participation rate | 37.6% | 63.4%-25.8pp | 84.0%-46.4pp | 70.2%-32.6pp |
| Annual return | -0.02% | 12.38%-12.4pp | 32.23%-32.2pp | 5.13%-5.2pp |
| Employer contribution / active EE | $697 | $1,571-55.6% | $5,501-87.3% | $1,974-64.7% |
| Participant deferral / active EE | $1,539 | $1,926-20.1% | $4,871-68.4% | $3,061-49.7% |
| Admin fee / account holder | $81 | $82-1.3% | $13,028-99.4% | $95-13.9% |