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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 | Recordkeeping | $0 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 22 909 LOCUST ST · DES MOINES, IA 50309 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,744 | $50,464-35.1% | $75,784-56.8% | $52,331-37.4% |
| Participation rate | 54.9% | 66.8%-11.9pp | 75.8%-20.9pp | 68.1%-13.2pp |
| Annual return | -1.81% | 1.03%-2.8pp | 9.68%-11.5pp | 4.54%-6.4pp |
| Employer contribution / active EE | $822 | $1,988-58.6% | $3,323-75.3% | $1,882-56.3% |
| Participant deferral / active EE | $2,240 | $2,570-12.9% | $3,652-38.7% | $3,022-25.9% |
| Admin fee / account holder | $19 | $1,103-98.3% | $5,300-99.6% | $592-96.8% |