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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSR CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,663 |
Filed as: EDWARD D. JONES & CO LP Service code 27 · EIN 43-0345811 | Advisory (Plan) | $10,614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,042 | $47,977-77.0% | $154,108-92.8% | $56,289-80.4% |
| Participation rate | 53.0% | 66.2%-13.1pp | 83.0%-30.0pp | 69.9%-16.8pp |
| Annual return | -5.66% | 3.54%-9.2pp | 735.21%-740.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $641 | $2,169-70.5% | $5,298-87.9% | $2,111-69.6% |
| Participant deferral / active EE | $1,051 | $2,392-56.0% | $5,081-79.3% | $3,350-68.6% |
| Admin fee / account holder | $150 | $438-65.9% | $13,411-98.9% | $521-71.3% |