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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $4,279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,709 | $43,133+6.0% | $89,414-48.9% | $73,493-37.8% |
| Participation rate | 14.7% | 55.0%-40.2pp | 68.0%-53.3pp | 70.7%-56.0pp |
| Annual return | 24.28% | 135.66%-111.4pp | 245.50%-221.2pp | 28.51%-4.2pp |
| Employer contribution / active EE | $355 | $1,438-75.3% | $2,586-86.3% | $2,270-84.4% |
| Participant deferral / active EE | $885 | $2,445-63.8% | $3,890-77.2% | $3,740-76.3% |
| Admin fee / account holder | $178 | $444-59.8% | $4,883-96.3% | $513-65.3% |