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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Filed as: MILLENNIUM TRUST COMPANY, LLC Service code 49 · EIN 39-4400066 | Other Services | $0 |
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 | $32,518 | $66,124-50.8% | $90,440-64.0% | $73,493-55.8% |
| Participation rate | 98.4% | 69.7%+28.7pp | 72.7%+25.7pp | 70.7%+27.7pp |
| Annual return | 17.60% | 17.65%-0.1pp | 1294.38%-1276.8pp | 28.51%-10.9pp |
| Employer contribution / active EE | $757 | $2,346-67.7% | $3,263-76.8% | $2,270-66.6% |
| Participant deferral / active EE | $2,208 | $3,039-27.3% | $3,964-44.3% | $3,740-41.0% |
| Admin fee / account holder | $172 | $396-56.7% | $5,615-96.9% | $513-66.6% |