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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,880 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
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 | $5,685 | $30,599-81.4% | $74,577-92.4% | $57,658-90.1% |
| Participation rate | 75.8% | 49.1%+26.7pp | 68.1%+7.7pp | 70.2%+5.6pp |
| Annual return | 8.34% | 14.24%-5.9pp | 20.47%-12.1pp | 5.13%+3.2pp |
| Employer contribution / active EE | $494 | $1,000-50.6% | $2,525-80.5% | $1,974-75.0% |
| Participant deferral / active EE | $814 | $1,805-54.9% | $3,458-76.5% | $3,061-73.4% |
| Admin fee / account holder | $4 | $98-95.4% | $4,138-99.9% | $95-95.2% |