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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC2+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $30,937 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
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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).
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 | $0 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 9.94% | 10.93%-1.0pp | 10.16%-0.2pp | 13.95%-4.0pp |
| Employer contribution / active EE | $10,933 | $10,209+7.1% | $33,192-67.1% | $16,598-34.1% |
| Participant deferral / active EE | $3,398 | $442+668.6% | $66+5067.0% | $511+564.8% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |