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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL Service code 28 | Investment Management | $5,014 |
BURLEIGH CONSULTING GROUP1+ years Service code 16 · EIN 62-0842964 | Consulting | $3,363 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $248 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,660 | $50,464-80.9% | $75,784-87.3% | $52,331-81.5% |
| Participation rate | 58.0% | 66.8%-8.8pp | 75.8%-17.8pp | 68.1%-10.1pp |
| Annual return | -2.14% | 1.03%-3.2pp | 9.68%-11.8pp | 4.54%-6.7pp |
| Employer contribution / active EE | $276 | $1,988-86.1% | $3,323-91.7% | $1,882-85.3% |
| Participant deferral / active EE | $1,105 | $2,570-57.0% | $3,652-69.7% | $3,022-63.4% |
| Admin fee / account holder | $21 | $1,103-98.1% | $5,300-99.6% | $592-96.5% |