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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,007 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,938 | $43,423-47.2% | $78,676-70.8% | $55,167-58.4% |
| Participation rate | 34.9% | 68.0%-33.1pp | 73.6%-38.7pp | 69.0%-34.1pp |
| Annual return | 4.72% | 11.53%-6.8pp | 62.19%-57.5pp | 169.23%-164.5pp |
| Employer contribution / active EE | $433 | $1,997-78.3% | $2,850-84.8% | $1,963-77.9% |
| Participant deferral / active EE | $1,038 | $2,509-58.6% | $3,517-70.5% | $3,054-66.0% |
| Admin fee / account holder | $92 | $416-77.8% | $4,510-98.0% | $504-81.7% |