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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $51,724 |
Filed as: MML INVESTORS SERVICES, INC. Service code 13 | Contract Administrator | $16,577 |
CARPENTER MORSE GROUP1 year Service code 13 · EIN 81-4636200 | Contract Administrator | $0 |
CARPENTER MORSE GROUP1 year Filed as: CARPENTER MOSE GROUP Service code 13 · EIN 81-4636200 | Contract Administrator | $0 |
Filed as: MML INVESTORS SERVICES INC. Service code 53 · EIN 04-2746212 | Insurance Commissions | $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 | $18,787 | $37,196-49.5% | $154,108-87.8% | $55,725-66.3% |
| Participation rate | 57.7% | 64.1%-6.4pp | 83.0%-25.4pp | 70.9%-13.2pp |
| Annual return | 5.09% | 1319.68%-1314.6pp | 735.21%-730.1pp | 244.93%-239.8pp |
| Employer contribution / active EE | $364 | $1,614-77.4% | $5,298-93.1% | $2,078-82.5% |
| Participant deferral / active EE | $1,043 | $2,068-49.6% | $5,081-79.5% | $3,356-68.9% |
| Admin fee / account holder | $233 | $102+129.3% | $13,411-98.3% | $115+102.3% |