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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $18,823 |
Filed as: EDWARD D. JONES & CO LP Service code 53 · EIN 43-0345811 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,435 | $42,546+2.1% | $71,796-39.5% | $55,167-21.3% |
| Participation rate | 54.0% | 59.1%-5.2pp | 69.1%-15.2pp | 69.0%-15.0pp |
| Annual return | 7.71% | 12.36%-4.7pp | 78.04%-70.3pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,094 | $803+36.2% | $1,924-43.2% | $1,963-44.3% |
| Participant deferral / active EE | $2,498 | $2,064+21.0% | $2,794-10.6% | $3,054-18.2% |
| Admin fee / account holder | $209 | $650-67.8% | $4,815-95.7% | $504-58.5% |