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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,525 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $15 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,239 | $75,183-57.1% | $123,894-74.0% | $55,167-41.6% |
| Participation rate | 78.8% | 72.8%+6.0pp | 81.4%-2.6pp | 69.0%+9.8pp |
| Annual return | -3.40% | 19.01%-22.4pp | 47.52%-50.9pp | 169.23%-172.6pp |
| Employer contribution / active EE | $96 | $2,823-96.6% | $4,617-97.9% | $1,963-95.1% |
| Participant deferral / active EE | $5,180 | $5,084+1.9% | $5,984-13.4% | $3,054+69.6% |
| Admin fee / account holder | $6 | $663-99.1% | $8,357-99.9% | $504-98.8% |