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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,880 |
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 | $63,263 | $51,769+22.2% | $57,356+10.3% | $52,331+20.9% |
| Participation rate | 81.6% | 75.2%+6.3pp | 75.1%+6.5pp | 68.1%+13.5pp |
| Annual return | -0.31% | 2.43%-2.7pp | 24.41%-24.7pp | 4.54%-4.9pp |
| Employer contribution / active EE | $2,302 | $2,335-1.4% | $2,689-14.4% | $1,882+22.3% |
| Participant deferral / active EE | $3,261 | $2,794+16.7% | $3,162+3.1% | $3,022+7.9% |
| Admin fee / account holder | $18 | $295-93.9% | $3,357-99.5% | $592-96.9% |