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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,596 | $75,183-67.3% | $123,894-80.1% | $55,167-55.4% |
| Participation rate | 31.4% | 72.8%-41.4pp | 81.4%-50.0pp | 69.0%-37.6pp |
| Annual return | 8.29% | 19.01%-10.7pp | 47.52%-39.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $698 | $2,823-75.3% | $4,617-84.9% | $1,963-64.4% |
| Participant deferral / active EE | $1,297 | $5,084-74.5% | $5,984-78.3% | $3,054-57.5% |
| Admin fee / account holder | $82 | $663-87.6% | $8,357-99.0% | $504-83.7% |