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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $23,514 |
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.
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 | $22,421 | $58,726-61.8% | $92,240-75.7% | $62,293-64.0% |
| Participation rate | 62.5% | 68.3%-5.8pp | 76.5%-14.0pp | 69.5%-7.0pp |
| Annual return | 16.04% | 43.62%-27.6pp | 176.29%-160.3pp | 28.90%-12.9pp |
| Employer contribution / active EE | $132 | $2,392-94.5% | $3,680-96.4% | $2,042-93.5% |
| Participant deferral / active EE | $1,325 | $2,766-52.1% | $3,897-66.0% | $3,169-58.2% |
| Admin fee / account holder | $283 | $556-49.1% | $5,194-94.5% | $479-40.9% |