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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $24,182 |
BENEFIT SOLUTIONS, ETC.1 year Service code 13 · EIN 81-3186048 | Contract Administrator | $11,912 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $5,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,452 | $58,895-67.0% | $178,503-89.1% | $73,497-73.5% |
| Participation rate | 53.2% | 66.2%-13.0pp | 81.9%-28.7pp | 70.7%-17.4pp |
| Annual return | 9.22% | 24.86%-15.6pp | 151.12%-141.9pp | 28.51%-19.3pp |
| Employer contribution / active EE | $442 | $2,236-80.2% | $5,011-91.2% | $2,270-80.5% |
| Participant deferral / active EE | $1,763 | $2,567-31.3% | $5,202-66.1% | $3,740-52.9% |
| Admin fee / account holder | $162 | $400-59.6% | $13,987-98.8% | $513-68.4% |