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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $66,677 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $34,195 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 52 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,963 | $58,655+77.2% | $91,989+13.0% | $65,185+59.5% |
| Participation rate | 93.1% | 75.3%+17.8pp | 78.6%+14.5pp | 70.2%+22.9pp |
| Annual return | 20.69% | 33.92%-13.2pp | 69.02%-48.3pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,949 | $2,080-6.3% | $3,452-43.5% | $2,177-10.5% |
| Participant deferral / active EE | $7,521 | $5,474+37.4% | $5,923+27.0% | $3,514+114.1% |
| Admin fee / account holder | $436 | $434+0.5% | $7,743-94.4% | $847-48.5% |