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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $59,782 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $612 |
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 | $29,888 | $52,293-42.8% | $178,503-83.3% | $73,412-59.3% |
| Participation rate | 86.5% | 65.3%+21.1pp | 81.9%+4.5pp | 72.2%+14.3pp |
| Annual return | 14.93% | 34.75%-19.8pp | 151.12%-136.2pp | 59.30%-44.4pp |
| Employer contribution / active EE | $702 | $1,736-59.6% | $5,011-86.0% | $2,234-68.6% |
| Participant deferral / active EE | $3,644 | $2,333+56.2% | $5,202-30.0% | $3,806-4.3% |
| Admin fee / account holder | $155 | $127+22.0% | $13,987-98.9% | $158-1.6% |