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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANC Service code 49 · EIN 04-1590850 | Other Services | $28,727 |
Filed as: MML INVESTORS SERVICES LLC Service code 53 | Insurance Commissions | $12,460 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,911 | $47,977-54.3% | $154,111-85.8% | $56,287-61.1% |
| Participation rate | 44.1% | 66.2%-22.1pp | 83.0%-38.9pp | 69.9%-25.8pp |
| Annual return | -5.73% | 3.54%-9.3pp | 735.18%-740.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $560 | $2,169-74.2% | $5,298-89.4% | $2,111-73.5% |
| Participant deferral / active EE | $1,259 | $2,392-47.4% | $5,081-75.2% | $3,350-62.4% |
| Admin fee / account holder | $276 | $438-37.0% | $13,411-97.9% | $521-47.0% |