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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Services | $37,846 |
Service code 27 · EIN 59-3331424 3777 LONG BEACH BLVD · LONG BEACH, CA 90807 | Advisory (Plan) | $0 |
PRB ADMINISTRATORS, INC.1 year Filed as: PRB ADMINISTRATORS, INC Service code 13 · EIN 38-2799783 1990 S. BUNDY DRIVE, SUITE 410 · LOS ANGLES, CA 90025 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $49,863 | $73,102-31.8% | $123,553-59.6% | $56,289-11.4% |
| Participation rate | 49.3% | 74.3%-25.1pp | 82.3%-33.0pp | 69.9%-20.6pp |
| Annual return | -5.21% | 3.01%-8.2pp | 119.21%-124.4pp | -9.96%+4.8pp |
| Employer contribution / active EE | $871 | $2,977-70.7% | $4,628-81.2% | $2,111-58.7% |
| Participant deferral / active EE | $3,936 | $5,423-27.4% | $6,426-38.7% | $3,350+17.5% |
| Admin fee / account holder | $326 | $554-41.1% | $9,284-96.5% | $521-37.4% |