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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $147,513 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 60 | Sub-TA Fees | $143,938 |
FLORIDA HEALTH ADMINISTRATORS3 years Service code 14 · EIN 65-0790004 | Plan Administrator | $24,000 |
LAPADULA CARLSON & CO3 years Service code 10 · EIN 65-0292391 | Accounting | $14,926 |
VENABLE LAW FIRM3 years Service code 29 · EIN 59-1824867 | Legal | $7,928 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $65,365-100.0% | $92,893-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 68.3%-68.3pp | 76.0%-76.0pp | 69.5%-69.5pp |
| Annual return | 17.60% | 42.10%-24.5pp | 109.41%-91.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $2,559 | $2,594-1.4% | $3,653-30.0% | $2,440+4.9% |
| Participant deferral / active EE | $4,729 | $3,128+51.2% | $4,236+11.6% | $3,607+31.1% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |