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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSUR CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,240 |
CHERRY BEKAERT LLP1+ years Service code 13 · EIN 56-0574444 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $26,452 | $88,324-70.1% | $115,038-77.0% | $55,191-52.1% |
| Participation rate | 54.0% | 72.5%-18.5pp | 81.4%-27.4pp | 69.2%-15.2pp |
| Annual return | 27.80% | 6.30%+21.5pp | 26.14%+1.7pp | 10.78%+17.0pp |
| Employer contribution / active EE | $845 | $2,805-69.9% | $4,608-81.7% | $1,899-55.5% |
| Participant deferral / active EE | $1,225 | $5,042-75.7% | $6,026-79.7% | $3,046-59.8% |
| Admin fee / account holder | $7 | $105-93.7% | $8,175-99.9% | $91-92.7% |