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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $44,029 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $9,817 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,977 | $37,117-27.3% | $147,617-81.7% | $55,191-51.1% |
| Participation rate | 41.3% | 63.6%-22.3pp | 84.6%-43.3pp | 69.2%-27.8pp |
| Annual return | 3.54% | 3.44%+0.1pp | 61.98%-58.4pp | 10.78%-7.2pp |
| Employer contribution / active EE | $463 | $1,620-71.4% | $5,565-91.7% | $1,899-75.6% |
| Participant deferral / active EE | $1,578 | $1,985-20.5% | $4,895-67.8% | $3,046-48.2% |
| Admin fee / account holder | $243 | $86+184.3% | $11,611-97.9% | $91+168.0% |