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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $16,676 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,983 | $52,884-66.0% | $84,753-78.8% | $55,167-67.4% |
| Participation rate | 57.8% | 67.5%-9.7pp | 76.6%-18.8pp | 69.0%-11.2pp |
| Annual return | 6.52% | 18.03%-11.5pp | 22.78%-16.3pp | 169.23%-162.7pp |
| Employer contribution / active EE | $128 | $2,233-94.2% | $3,574-96.4% | $1,963-93.5% |
| Participant deferral / active EE | $1,198 | $2,644-54.7% | $3,712-67.7% | $3,054-60.8% |
| Admin fee / account holder | $221 | $581-61.9% | $5,333-95.9% | $504-56.1% |