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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 | $36,651 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY, SUITE B-60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $17,949 |
Service code 13 · EIN 95-3654973 16030 VENTURA BLVD, STE 320 · ENCINO, CA 91436 | Contract Administrator | $0 |
Service code 27 · EIN 59-3331424 3777 LONG BEACH BLVD · LONG BEACH, CA 90807 | Advisory (Plan) | $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.)
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 | $66,111 | $89,367-26.0% | $141,191-53.2% | $72,975-9.4% |
| Participation rate | 56.3% | 75.1%-18.9pp | 82.5%-26.2pp | 69.5%-13.2pp |
| Annual return | 23.44% | 111.87%-88.4pp | 71.41%-48.0pp | 81.01%-57.6pp |
| Employer contribution / active EE | $1,891 | $3,115-39.3% | $4,736-60.1% | $2,440-22.5% |
| Participant deferral / active EE | $5,612 | $5,419+3.6% | $6,710-16.4% | $3,608+55.5% |
| Admin fee / account holder | $492 | $5,957-91.7% | $10,264-95.2% | $5,124-90.4% |