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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $3,390 |
Filed as: HUNNEX AND SHOEMAKER INC. Service code 13 | Contract Administrator | $861 |
MORNINGSTAR3+ years Service code 27 | Advisory (Plan) | $719 |
Service code 49 | Other Services | $26 |
Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,295 | $61,473-78.4% | $81,716-83.7% | $73,412-81.9% |
| Participation rate | 66.3% | 72.4%-6.1pp | 72.0%-5.7pp | 72.2%-5.9pp |
| Annual return | 71.93% | 28.26%+43.7pp | 29.49%+42.4pp | 59.30%+12.6pp |
| Employer contribution / active EE | $1,792 | $1,898-5.6% | $4,310-58.4% | $2,234-19.8% |
| Participant deferral / active EE | $3,345 | $3,080+8.6% | $7,108-52.9% | $3,806-12.1% |
| Admin fee / account holder | $8 | $125-93.3% | $5,159-99.8% | $158-94.7% |