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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $4,284 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
PLANNING CORP OF AMERICA1 year Service code 52 · EIN 59-1199408 | Indirect Investment Fees | $0 |
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 | $57,273 | $62,267-8.0% | $110,243-48.0% | $55,725+2.8% |
| Participation rate | 95.7% | 78.1%+17.5pp | 79.8%+15.8pp | 70.9%+24.8pp |
| Annual return | -5.54% | -1.07%-4.5pp | 314.76%-320.3pp | 244.93%-250.5pp |
| Employer contribution / active EE | $2,692 | $1,941+38.6% | $3,827-29.7% | $2,078+29.5% |
| Participant deferral / active EE | $3,337 | $3,516-5.1% | $4,672-28.6% | $3,356-0.6% |
| Admin fee / account holder | $12 | $121-89.7% | $8,548-99.9% | $115-89.2% |