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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 99 · EIN 04-1590850 | Other Fees | $86,408 |
Service code 99 · EIN 04-2530412 | Other Fees | $6,703 |
BAKER TILLY US, LLP1 year Service code 99 · EIN 39-0859910 | Other Fees | $5,833 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,011 | $55,694+23.9% | $81,882-15.7% | $200,096-65.5% |
| Participation rate | 23.4% | 62.7%-39.3pp | 72.4%-49.0pp | 72.0%-48.6pp |
| Annual return | 11.67% | 19.59%-7.9pp | 779.47%-767.8pp | 34.26%-22.6pp |
| Employer contribution / active EE | $0 | $2,114-100.0% | $2,916-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $1,450 | $3,299-56.0% | $4,323-66.5% | $5,090-71.5% |
| Admin fee / account holder | $318 | $348-8.7% | $7,360-95.7% | $269+18.0% |