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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,806 |
Service code 49 · EIN 36-3429599 | Other Services | $22 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,767 | $43,504-13.2% | $68,612-45.0% | $56,287-32.9% |
| Participation rate | 77.0% | 67.8%+9.2pp | 72.2%+4.8pp | 69.9%+7.2pp |
| Annual return | -4.94% | -3.15%-1.8pp | -4.63%-0.3pp | -9.96%+5.0pp |
| Employer contribution / active EE | $824 | $1,525-46.0% | $2,625-68.6% | $2,111-61.0% |
| Participant deferral / active EE | $3,238 | $2,509+29.1% | $3,311-2.2% | $3,350-3.3% |
| Admin fee / account holder | $64 | $515-87.5% | $5,131-98.7% | $521-87.7% |