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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $14,517 |
TRINITY PENSION GROUP, LLC3+ years Filed as: TRINITY PENSION GROUP Service code 13 · EIN 20-0235252 4196 MENDENHALL OAKS PKWY · HIGH POINT, NC 27265 | Contract Administrator | $874 |
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.
Annual investment return 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 | $18,290 | $46,297-60.5% | $71,671-74.5% | $62,293-70.6% |
| Participation rate | 57.4% | 60.6%-3.3pp | 68.7%-11.4pp | 69.5%-12.1pp |
| Annual return | 9.57% | 22.32%-12.8pp | 20.65%-11.1pp | 28.90%-19.3pp |
| Employer contribution / active EE | $546 | $1,412-61.3% | $2,460-77.8% | $2,042-73.2% |
| Participant deferral / active EE | $437 | $2,235-80.4% | $3,438-87.3% | $3,169-86.2% |
| Admin fee / account holder | $122 | $461-73.5% | $5,558-97.8% | $479-74.5% |