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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $22,945 |
SBHU LIFE AGENCY INC1 year Filed as: SBHU LIFE AGENCY INC. Service code 53 | Insurance Commissions | $6,003 |
Service code 49 · EIN 26-4310632 | Other Services | $0 |
Filed as: QUALIFIED PLAN CONULTANTS Service code 13 · EIN 20-0223513 | Contract Administrator | $0 |
SBHU LIFE AGENCY INC2+ years Filed as: SBHU LIFE AGENCY Service code 53 · EIN 13-2896238 | Insurance Commissions | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $13,926 | $62,928-77.9% | $172,753-91.9% | $67,582-79.4% |
| Participation rate | 12.5% | 64.5%-51.9pp | 82.6%-70.1pp | 71.3%-58.8pp |
| Annual return | 11.70% | 30.36%-18.7pp | 803.00%-791.3pp | 378.57%-366.9pp |
| Employer contribution / active EE | $100 | $1,636-93.9% | $5,144-98.1% | $2,148-95.3% |
| Participant deferral / active EE | $226 | $2,145-89.5% | $5,198-95.7% | $3,539-93.6% |
| Admin fee / account holder | $232 | $167+39.1% | $13,956-98.3% | $142+62.9% |