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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $55,558 |
Filed as: MML INVESTORS SERVICES INC Service code 53 | Insurance Commissions | $10,099 |
CARPENTER MORSE GROUP2 years Service code 13 · EIN 81-4636200 2170 WEST STATE ROAD 434 · LONGWOOD, FL 32779 | 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,317 | $62,928-69.3% | $172,753-88.8% | $67,582-71.4% |
| Participation rate | 52.5% | 64.5%-11.9pp | 82.6%-30.1pp | 71.3%-18.8pp |
| Annual return | 2.78% | 30.36%-27.6pp | 803.00%-800.2pp | 378.57%-375.8pp |
| Employer contribution / active EE | $531 | $1,636-67.5% | $5,144-89.7% | $2,148-75.3% |
| Participant deferral / active EE | $1,422 | $2,145-33.7% | $5,198-72.7% | $3,539-59.8% |
| Admin fee / account holder | $238 | $167+42.9% | $13,956-98.3% | $142+67.4% |