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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $16,988 |
PA RETIREMENT SOLUTIONS, INC.4+ years Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $8,640 |
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).
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 | $10,507 | $47,977-78.1% | $154,108-93.2% | $56,289-81.3% |
| Participation rate | 96.9% | 66.2%+30.7pp | 83.0%+13.9pp | 69.9%+27.0pp |
| Annual return | -3.02% | 3.54%-6.6pp | 735.21%-738.2pp | -9.96%+6.9pp |
| Employer contribution / active EE | $920 | $2,169-57.6% | $5,298-82.6% | $2,111-56.4% |
| Participant deferral / active EE | $1,255 | $2,392-47.5% | $5,081-75.3% | $3,350-62.5% |
| Admin fee / account holder | $75 | $438-82.8% | $13,411-99.4% | $521-85.6% |