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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: NIA SECURITIES LLC Service code 50 · EIN 22-3570392 | Direct Payment | $15,572 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $10,110 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 | Recordkeeping | $0 |
RELIANCE TRUST COMPANY5 years Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,716 | $47,634-73.3% | $90,440-85.9% | $90,274-85.9% |
| Participation rate | 31.3% | 67.5%-36.1pp | 72.7%-41.3pp | 73.4%-42.0pp |
| Annual return | 31.77% | 19.61%+12.2pp | 1294.38%-1262.6pp | 53.97%-22.2pp |
| Employer contribution / active EE | $193 | $1,749-89.0% | $3,263-94.1% | $2,523-92.4% |
| Participant deferral / active EE | $834 | $2,824-70.5% | $3,964-79.0% | $4,231-80.3% |
| Admin fee / account holder | $19 | $106-81.7% | $5,615-99.7% | $114-83.0% |