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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $451 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: ENVSTNET RETIREMENT SOLUTIONS, LLC Service code 27 | 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.
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 | $29,650 | $65,557-54.8% | $105,738-72.0% | $56,287-47.3% |
| Participation rate | 30.3% | 63.4%-33.1pp | 76.3%-46.0pp | 69.9%-39.6pp |
| Annual return | -4.25% | -1.32%-2.9pp | 6.27%-10.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $1,788-100.0% | $3,268-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $948 | $2,418-60.8% | $4,080-76.8% | $3,350-71.7% |
| Admin fee / account holder | $6 | $561-98.9% | $6,913-99.9% | $521-98.9% |