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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $21,031 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $9,175 |
Filed as: MMILS Service code 55 | Other Commissions | $2,010 |
MMLIS1 year Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,344 | $65,083-54.9% | $143,788-79.6% | $66,930-56.2% |
| Participation rate | 37.8% | 65.2%-27.4pp | 80.3%-42.5pp | 69.8%-32.0pp |
| Annual return | -15.46% | -11.13%-4.3pp | -0.03%-15.4pp | 1.57%-17.0pp |
| Employer contribution / active EE | $428 | $2,361-81.9% | $4,952-91.4% | $2,545-83.2% |
| Participant deferral / active EE | $1,628 | $2,920-44.3% | $5,638-71.1% | $4,238-61.6% |
| Admin fee / account holder | $293 | $502-41.7% | $14,675-98.0% | $593-50.7% |