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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 49 · EIN 04-1590850 | Other Services | $65,936 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $77 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $116,652 | $78,428+48.7% | $95,960+21.6% | $79,852+46.1% |
| Participation rate | 82.8% | 73.5%+9.3pp | 77.1%+5.7pp | 69.6%+13.1pp |
| Annual return | 16.98% | 19.37%-2.4pp | 91.63%-74.7pp | 31.72%-14.7pp |
| Employer contribution / active EE | $1,910 | $1,945-1.8% | $2,541-24.8% | $2,471-22.7% |
| Participant deferral / active EE | $5,532 | $3,440+60.8% | $4,167+32.8% | $3,740+47.9% |
| Admin fee / account holder | $504 | $5,622-91.0% | $6,797-92.6% | $5,306-90.5% |