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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $890 |
SBHU LIFE AGENCY INC1 year Filed as: SBHU LIFE AGCY INC Service code 23 · EIN 13-2896238 | Insurance services; Other commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,085 | $81,494-63.1% | $133,978-77.5% | $73,497-59.1% |
| Participation rate | 99.3% | 76.4%+22.9pp | 79.8%+19.5pp | 70.7%+28.6pp |
| Annual return | 12.97% | 19.40%-6.4pp | 45.10%-32.1pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,955 | $2,210-11.5% | $3,919-50.1% | $2,270-13.9% |
| Participant deferral / active EE | $1,007 | $3,787-73.4% | $5,047-80.0% | $3,740-73.1% |
| Admin fee / account holder | $10 | $713-98.5% | $8,930-99.9% | $513-98.0% |