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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,215 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $15 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,627 | $70,002-49.1% | $115,037-69.0% | $52,331-31.9% |
| Participation rate | 29.2% | 72.1%-42.9pp | 81.4%-52.1pp | 68.1%-38.9pp |
| Annual return | 0.11% | 4.04%-3.9pp | 26.14%-26.0pp | 4.54%-4.4pp |
| Employer contribution / active EE | $811 | $2,715-70.1% | $4,608-82.4% | $1,882-56.9% |
| Participant deferral / active EE | $1,141 | $4,920-76.8% | $6,026-81.1% | $3,022-62.2% |
| Admin fee / account holder | $20 | $566-96.5% | $8,175-99.8% | $592-96.6% |