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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,735 |
TBS AGENCY INC3+ years Service code 53 · EIN 52-1473914 | Insurance Commissions | $5,244 |
BENEFIT PLANNING CONSULTANTS2 years Service code 13 · EIN 36-3036100 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,455 | $46,173-47.0% | $170,435-85.7% | $69,631-64.9% |
| Participation rate | 12.3% | 63.9%-51.6pp | 83.6%-71.3pp | 70.7%-58.4pp |
| Annual return | 17.54% | 21.62%-4.1pp | 205.94%-188.4pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $323 | $2,080-84.5% | $4,939-93.5% | $3,224-90.0% |
| Admin fee / account holder | $92 | $116-20.7% | $13,881-99.3% | $110-16.7% |