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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $3,500 |
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.
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 | $44,838 | $57,108-21.5% | $94,229-52.4% | $52,331-14.3% |
| Participation rate | 37.7% | 72.9%-35.2pp | 78.8%-41.0pp | 68.1%-30.4pp |
| Annual return | -1.55% | 1.47%-3.0pp | 10.68%-12.2pp | 4.54%-6.1pp |
| Employer contribution / active EE | $571 | $1,735-67.1% | $3,587-84.1% | $1,882-69.6% |
| Participant deferral / active EE | $1,060 | $3,040-65.1% | $4,320-75.5% | $3,022-64.9% |
| Admin fee / account holder | $69 | $546-87.4% | $6,269-98.9% | $592-88.4% |