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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $1,085 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,510 | $54,320-53.0% | $67,652-62.3% | $52,331-51.3% |
| Participation rate | 67.9% | 73.6%-5.7pp | 75.7%-7.8pp | 68.1%-0.2pp |
| Annual return | 5.18% | 6.81%-1.6pp | 6625.40%-6620.2pp | 4.54%+0.6pp |
| Employer contribution / active EE | $1,181 | $1,544-23.5% | $2,266-47.9% | $1,882-37.2% |
| Participant deferral / active EE | $1,988 | $2,950-32.6% | $3,560-44.2% | $3,022-34.2% |
| Admin fee / account holder | $12 | $527-97.8% | $4,821-99.8% | $592-98.0% |