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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $10,454 |
NYLINK INSURANCE AGENCY INC2 years Filed as: NYLINK INSURANCE AGENCY Service code 15 51 MADISON AVE ST 151 · NEW YORK, NY 100101614 | Recordkeeping | $7,296 |
NYLINK INSURANCE AGENCY INC2 years Service code 61 | Finders' fees / placement fees; Distr... | $0 |
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).
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 | $18,051 | $51,466-64.9% | $78,778-77.1% | $62,293-71.0% |
| Participation rate | 92.6% | 59.8%+32.8pp | 69.2%+23.4pp | 69.5%+23.1pp |
| Annual return | 15.69% | 19.96%-4.3pp | 35.62%-19.9pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,273 | $827+53.9% | $1,986-35.9% | $2,042-37.7% |
| Participant deferral / active EE | $2,603 | $2,147+21.2% | $2,958-12.0% | $3,169-17.9% |
| Admin fee / account holder | $70 | $489-85.7% | $5,134-98.6% | $479-85.4% |