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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 ONE MARINA PARK DRIVE · BOSTON, MA 02110 | Recordkeeping | $665 |
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 | $29,052 | $39,245-26.0% | $64,105-54.7% | $52,331-44.5% |
| Participation rate | 42.1% | 58.2%-16.2pp | 68.2%-26.1pp | 68.1%-26.0pp |
| Annual return | 0.74% | 14.79%-14.0pp | 791.24%-790.5pp | 4.54%-3.8pp |
| Employer contribution / active EE | $308 | $736-58.1% | $1,820-83.1% | $1,882-83.6% |
| Participant deferral / active EE | $1,133 | $1,992-43.1% | $2,822-59.8% | $3,022-62.5% |
| Admin fee / account holder | $10 | $592-98.3% | $4,499-99.8% | $592-98.3% |