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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 MASSMUTUAL DRIVE · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $9,256 |
Filed as: ROBIN S. WEINGAST Service code 13 · EIN 11-2859146 100 QUENTIN ROOSEVELT BLVD, · GARDEN CITY, NY 11530 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $94,289 | $165,939-43.2% | $122,354-22.9% | $147,586-36.1% |
| Participation rate | 28.6% | 79.6%-51.0pp | 71.6%-43.1pp | 82.8%-54.3pp |
| Annual return | 8.62% | 34.56%-25.9pp | 30.28%-21.7pp | 578.59%-570.0pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $17,311 | $4,005+332.2% | $3,287+426.6% | $5,439+218.3% |
| Admin fee / account holder | $421 | $7,425-94.3% | $5,479-92.3% | $10,886-96.1% |