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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,671 |
Service code 53 | Insurance Commissions | $4,537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,329 | $65,434-53.6% | $98,483-69.2% | $85,847-64.7% |
| Participation rate | 63.7% | 65.0%-1.3pp | 73.3%-9.6pp | 69.3%-5.6pp |
| Annual return | 12.03% | 21.75%-9.7pp | 1494.38%-1482.4pp | 318.61%-306.6pp |
| Employer contribution / active EE | $1,914 | $2,169-11.7% | $2,961-35.4% | $2,565-25.4% |
| Participant deferral / active EE | $1,098 | $3,168-65.4% | $4,276-74.3% | $3,952-72.2% |
| Admin fee / account holder | $115 | $4,595-97.5% | $5,953-98.1% | $6,261-98.2% |