Filed August 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $19,023 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 53 · EIN 26-4310844 | Insurance Commissions | $0 |
SWERDLIN & COMPANY5+ years Service code 13 · EIN 58-1392124 | Contract Administrator | $0 |
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 | $33,124 | $52,961-37.5% | $172,752-80.8% | $65,185-49.2% |
| Participation rate | 98.6% | 66.2%+32.4pp | 82.6%+15.9pp | 70.2%+28.4pp |
| Annual return | 26.15% | 30.12%-4.0pp | 802.97%-776.8pp | 29.38%-3.2pp |
| Employer contribution / active EE | $1,892 | $2,190-13.6% | $5,144-63.2% | $2,177-13.1% |
| Participant deferral / active EE | $4,744 | $2,471+92.0% | $5,198-8.7% | $3,514+35.0% |
| Admin fee / account holder | $255 | $472-46.0% | $13,955-98.2% | $847-69.9% |