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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $6,443 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $22 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 | Other Services | $16 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
MORNINGSTAR1 year Filed as: MORINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
Employer 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).
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 | $34,466 | $91,051-62.1% | $88,497-61.1% | $55,167-37.5% |
| Participation rate | 80.3% | 79.5%+0.7pp | 82.4%-2.1pp | 69.0%+11.3pp |
| Annual return | 4.78% | 9.63%-4.8pp | 7.63%-2.9pp | 169.23%-164.5pp |
| Employer contribution / active EE | $904 | $3,430-73.6% | $4,036-77.6% | $1,963-53.9% |
| Participant deferral / active EE | $2,710 | $4,954-45.3% | $4,899-44.7% | $3,054-11.3% |
| Admin fee / account holder | $33 | $539-93.9% | $6,220-99.5% | $504-93.4% |