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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSIRANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $804 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $208 |
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.
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 | $22,994 | $57,108-59.7% | $94,229-75.6% | $52,331-56.1% |
| Participation rate | 39.5% | 72.9%-33.4pp | 78.8%-39.3pp | 68.1%-28.6pp |
| Annual return | 4.11% | 1.47%+2.6pp | 10.68%-6.6pp | 4.54%-0.4pp |
| Employer contribution / active EE | $696 | $1,735-59.9% | $3,587-80.6% | $1,882-63.0% |
| Participant deferral / active EE | $1,738 | $3,040-42.8% | $4,320-59.8% | $3,022-42.5% |
| Admin fee / account holder | $77 | $546-85.9% | $6,269-98.8% | $592-87.0% |