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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $849 |
HUNNEX AND SHOEMAKER, INC.2+ years Service code 13 · EIN 91-1072394 | Contract Administrator | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,160 | $56,287-74.8% | $80,977-82.5% | $62,881-77.5% |
| Participation rate | 49.2% | 68.9%-19.8pp | 75.8%-26.6pp | 69.3%-20.1pp |
| Annual return | 9.75% | 22.13%-12.4pp | 17.11%-7.4pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,447 | $1,943-25.5% | $3,715-61.1% | $2,281-36.6% |
| Participant deferral / active EE | $5,301 | $4,196+26.3% | $5,696-6.9% | $3,203+65.5% |
| Admin fee / account holder | $0 | $3,742-100.0% | $5,517-100.0% | $4,296-100.0% |