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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $24,134 |
SUNWEST PENSIONS3 years Service code 13 · EIN 86-0922116 | Contract Administrator | $2,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,407 | $99,957-60.6% | $149,745-73.7% | $73,497-46.4% |
| Participation rate | 49.5% | 75.7%-26.2pp | 82.5%-33.0pp | 70.7%-21.2pp |
| Annual return | 11.62% | 53.87%-42.2pp | 276.72%-265.1pp | 28.51%-16.9pp |
| Employer contribution / active EE | $1,808 | $3,191-43.3% | $4,646-61.1% | $2,270-20.4% |
| Participant deferral / active EE | $1,448 | $6,073-76.2% | $6,843-78.8% | $3,740-61.3% |
| Admin fee / account holder | $203 | $551-63.2% | $9,312-97.8% | $513-60.5% |