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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $27,325 |
Filed as: FIRST PARTY ADMINISTRATOR Service code 10 · EIN 46-2023154 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Accounting | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,665 | $64,909-82.0% | $82,312-85.8% | $62,293-81.3% |
| Participation rate | 85.8% | 74.9%+10.9pp | 76.9%+8.9pp | 69.5%+16.3pp |
| Annual return | 18.44% | 21.18%-2.7pp | 25.88%-7.4pp | 28.90%-10.5pp |
| Employer contribution / active EE | $846 | $1,676-49.5% | $2,428-65.2% | $2,042-58.6% |
| Participant deferral / active EE | $1,946 | $3,103-37.3% | $3,706-47.5% | $3,169-38.6% |
| Admin fee / account holder | $62 | $440-86.0% | $5,608-98.9% | $479-87.2% |