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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 27-1746834 | Other Commissions | $30,738 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $7,531 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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).
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 | $13,477 | $27,522-51.0% | $71,089-81.0% | $68,904-80.4% |
| Participation rate | 15.7% | 34.5%-18.8pp | 54.6%-38.9pp | 74.1%-58.4pp |
| Annual return | -2.91% | -0.07%-2.8pp | 650.65%-653.6pp | 1.07%-4.0pp |
| Employer contribution / active EE | $115 | $325-64.6% | $1,088-89.4% | $2,540-95.5% |
| Participant deferral / active EE | $193 | $835-76.9% | $1,873-89.7% | $4,015-95.2% |
| Admin fee / account holder | $45 | $67-33.6% | $3,082-98.5% | $71-37.2% |