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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $24,641 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 49 · EIN 13-5674085 | Other Services | $13,340 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 49 | Other Services | $26 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,413 | $43,133-31.8% | $89,391-67.1% | $73,488-60.0% |
| Participation rate | 72.9% | 55.0%+17.9pp | 68.0%+4.9pp | 70.7%+2.2pp |
| Annual return | 5.63% | 135.66%-130.0pp | 245.62%-240.0pp | 28.51%-22.9pp |
| Employer contribution / active EE | $257 | $1,438-82.2% | $2,586-90.1% | $2,270-88.7% |
| Participant deferral / active EE | $2,035 | $2,445-16.8% | $3,890-47.7% | $3,740-45.6% |
| Admin fee / account holder | $282 | $444-36.4% | $4,881-94.2% | $513-45.0% |