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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $29,518 |
KBPENSION SERVIES INC.1 year Service code 13 · EIN 65-0721164 | Contract Administrator | $0 |
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 | $42,723 | $37,213+14.8% | $156,551-72.7% | $63,975-33.2% |
| Participation rate | 58.0% | 65.0%-7.0pp | 84.0%-26.1pp | 71.1%-13.2pp |
| Annual return | 6.81% | 47.89%-41.1pp | 32.23%-25.4pp | 48.65%-41.8pp |
| Employer contribution / active EE | $841 | $1,357-38.0% | $5,501-84.7% | $2,182-61.4% |
| Participant deferral / active EE | $2,820 | $2,070+36.2% | $4,871-42.1% | $3,356-16.0% |
| Admin fee / account holder | $83 | $56+47.9% | $13,028-99.4% | $70+18.2% |