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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $14,167 |
TBS AGENCY INC5+ years Service code 53 · EIN 52-1473914 | Insurance Commissions | $6,821 |
BENEFIT PLANNING CONSULTANTS4 years Service code 13 · EIN 36-3036100 | Contract Administrator | $4,315 |
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 | $22,869 | $62,928-63.7% | $172,752-86.8% | $67,579-66.2% |
| Participation rate | 16.4% | 64.5%-48.0pp | 82.6%-66.2pp | 71.3%-54.8pp |
| Annual return | 21.25% | 30.36%-9.1pp | 802.97%-781.7pp | 378.56%-357.3pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $430 | $2,145-80.0% | $5,198-91.7% | $3,539-87.9% |
| Admin fee / account holder | $112 | $167-33.1% | $13,955-99.2% | $142-21.6% |