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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $38,044 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY, SUITE B-60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $33,360 |
ACTUARIES UNLIMITED, INC.2 years Service code 13 · EIN 95-3654973 16030 VENTURA BLVD, STE 320 · ENCINO, CA 91436 | 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,580 | $98,776-23.5% | $149,745-49.5% | $79,856-5.4% |
| Participation rate | 56.8% | 75.8%-19.0pp | 82.5%-25.7pp | 69.6%-12.9pp |
| Annual return | 10.92% | 27.38%-16.5pp | 276.72%-265.8pp | 31.71%-20.8pp |
| Employer contribution / active EE | $793 | $3,217-75.4% | $4,646-82.9% | $2,471-67.9% |
| Participant deferral / active EE | $4,240 | $5,681-25.4% | $6,843-38.0% | $3,741+13.4% |
| Admin fee / account holder | $383 | $6,053-93.7% | $9,312-95.9% | $5,306-92.8% |