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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $33,144 |
TEMPLETON & COMPANY LLP1 year Filed as: TEMPLETON Service code 99 | Other Fees | $2,748 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN Service code 99 · EIN 33-1043149 | Other Fees | $2,411 |
MERRIL LYNCH2 years Filed as: MERRIL LYNCH LIFE AGENCY Service code 99 · EIN 13-2808480 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,377 | $65,557-49.1% | $105,736-68.4% | $56,289-40.7% |
| Participation rate | 37.3% | 63.4%-26.1pp | 76.3%-39.0pp | 69.9%-32.5pp |
| Annual return | -6.95% | -1.32%-5.6pp | 6.27%-13.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $242 | $1,788-86.5% | $3,268-92.6% | $2,111-88.5% |
| Participant deferral / active EE | $1,264 | $2,418-47.7% | $4,080-69.0% | $3,350-62.3% |
| Admin fee / account holder | $20 | $561-96.4% | $6,913-99.7% | $521-96.1% |