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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $6,238 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $15 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
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 | $13,794 | $37,117-62.8% | $147,617-90.7% | $55,191-75.0% |
| Participation rate | 70.5% | 63.6%+6.9pp | 84.6%-14.1pp | 69.2%+1.4pp |
| Annual return | -0.33% | 3.44%-3.8pp | 61.98%-62.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $497 | $1,620-69.3% | $5,564-91.1% | $1,899-73.8% |
| Participant deferral / active EE | $1,160 | $1,985-41.6% | $4,895-76.3% | $3,046-61.9% |
| Admin fee / account holder | $14 | $86-83.9% | $11,612-99.9% | $91-84.8% |