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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $49,169 |
Filed as: MML INVESTORS SERVICES INC Service code 53 | Insurance Commissions | $18,809 |
Service code 13 | Contract Administrator | $8,160 |
Filed as: MML INVESTORS Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
Filed as: THE BENEFIT ADVANTAGE INC Service code 13 · EIN 38-3254950 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,994 | $66,124-21.4% | $90,440-42.5% | $73,493-29.3% |
| Participation rate | 84.9% | 69.7%+15.2pp | 72.7%+12.2pp | 70.7%+14.2pp |
| Annual return | 17.58% | 17.65%-0.1pp | 1294.38%-1276.8pp | 28.51%-10.9pp |
| Employer contribution / active EE | $2,190 | $2,346-6.7% | $3,263-32.9% | $2,270-3.5% |
| Participant deferral / active EE | $4,203 | $3,039+38.3% | $3,964+6.0% | $3,740+12.4% |
| Admin fee / account holder | $215 | $396-45.8% | $5,615-96.2% | $513-58.2% |