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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $19,850 |
RETIREMENT STRATEGIES, INC.2 years Service code 13 · EIN 58-2380163 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,857 | $47,977-50.3% | $154,114-84.5% | $56,287-57.6% |
| Participation rate | 58.2% | 66.2%-7.9pp | 83.0%-24.8pp | 69.9%-11.6pp |
| Annual return | -3.14% | 3.54%-6.7pp | 735.16%-738.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,018 | $2,169-53.0% | $5,298-80.8% | $2,111-51.8% |
| Participant deferral / active EE | $2,044 | $2,392-14.6% | $5,081-59.8% | $3,350-39.0% |
| Admin fee / account holder | $98 | $438-77.7% | $13,411-99.3% | $521-81.2% |