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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $56,288 |
Service code 27 · EIN 81-3001567 | Advisory (Plan) | $27,539 |
Filed as: TAX SHELTERED COMPENSATION, INC Service code 13 · EIN 41-0955056 7300 METRO BVLD STE 450 · EDINA, MN 55439 | Contract Administrator | $11,209 |
Service code 13 · EIN 41-0955056 7300 METRO BLVD STE 450 · EDINA, MN 55439 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,598 | $99,957-7.4% | $149,745-38.2% | $73,497+26.0% |
| Participation rate | 86.0% | 75.7%+10.2pp | 82.5%+3.5pp | 70.7%+15.3pp |
| Annual return | 13.49% | 53.87%-40.4pp | 276.72%-263.2pp | 28.51%-15.0pp |
| Employer contribution / active EE | $2,148 | $3,191-32.7% | $4,646-53.8% | $2,270-5.4% |
| Participant deferral / active EE | $9,602 | $6,073+58.1% | $6,843+40.3% | $3,740+156.7% |
| Admin fee / account holder | $296 | $551-46.2% | $9,312-96.8% | $513-42.3% |