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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $1,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,565 | $31,109-53.2% | $67,704-78.5% | $52,331-72.2% |
| Participation rate | 66.7% | 54.0%+12.7pp | 67.5%-0.9pp | 68.1%-1.4pp |
| Annual return | -3.26% | 23.70%-27.0pp | 25.41%-28.7pp | 4.54%-7.8pp |
| Employer contribution / active EE | $463 | $1,076-56.9% | $2,559-81.9% | $1,882-75.4% |
| Participant deferral / active EE | $1,237 | $1,970-37.2% | $3,585-65.5% | $3,022-59.1% |
| Admin fee / account holder | $10 | $466-97.9% | $4,255-99.8% | $592-98.4% |