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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INS COMPANY Service code 49 · EIN 04-1590850 | Other Services | $32,864 |
QUEST CAPITAL STRATEGIES INC5+ years Service code 53 · EIN 95-3859254 | Insurance Commissions | $15,673 |
HUNNEX AND SHOEMAKER, INC.5+ years Filed as: HUNNEX AND SHOEMAKER INC Service code 13 · EIN 91-1072394 | Contract Administrator | $6,302 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,283 | $237,565-72.1% | $141,191-53.1% | - |
| Participation rate | 59.6% | 70.1%-10.5pp | 82.5%-22.9pp | - |
| Annual return | 24.58% | 19.47%+5.1pp | 71.41%-46.8pp | - |
| Employer contribution / active EE | $0 | $2,430-100.0% | $4,736-100.0% | - |
| Participant deferral / active EE | $6,056 | $5,165+17.3% | $6,710-9.7% | - |
| Admin fee / account holder | $365 | $15,211-97.6% | $10,264-96.4% | - |