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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $6,559 |
MCGREGOR & ASSOCIATES, INC.1+ years Filed as: MCGREGOR & ASSOCIATES Service code 15 · EIN 61-1211399 | Recordkeeping | $2,643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $3,466 | $36,916-90.6% | $156,551-97.8% | $57,658-94.0% |
| Participation rate | 53.8% | 63.4%-9.6pp | 84.0%-30.2pp | 70.2%-16.4pp |
| Annual return | 1.88% | 12.38%-10.5pp | 32.23%-30.3pp | 5.13%-3.3pp |
| Employer contribution / active EE | $509 | $1,571-67.6% | $5,501-90.7% | $1,974-74.2% |
| Participant deferral / active EE | $679 | $1,926-64.7% | $4,871-86.1% | $3,061-77.8% |
| Admin fee / account holder | $22 | $82-72.9% | $13,028-99.8% | $95-76.3% |