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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $20,606 |
MCM CPAS & ADVISORS LLP1 year Service code 50 · EIN 27-1235638 | Direct Payment | $7,650 |
THE RETIREMENT ADVANTAGE INC5 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 | Contract Administrator | $2,789 |
THE RETIREMENT ADVANTAGE INC7+ years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,131 | $79,694-40.9% | $96,171-51.0% | $79,391-40.6% |
| Participation rate | 21.6% | 54.0%-32.4pp | 68.4%-46.8pp | 70.7%-49.1pp |
| Annual return | 15.63% | 40.84%-25.2pp | 192.04%-176.4pp | 116.88%-101.3pp |
| Employer contribution / active EE | $606 | $1,443-58.0% | $2,799-78.4% | $2,428-75.1% |
| Participant deferral / active EE | $1,358 | $2,539-46.5% | $4,350-68.8% | $4,046-66.4% |
| Admin fee / account holder | $294 | $630-53.3% | $5,538-94.7% | $627-53.0% |