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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $6,710 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 71 · EIN 95-2834236 | Brokerage Fees | $0 |
Filed as: MASS MUTUAL RETIREMENT SERVICES Service code 19 | Securities Custodian | $0 |
Filed as: MASS MUTUAL RETIREMENT SERVICESS Service code 19 | Securities Custodian | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $17,890 | $38,925-54.0% | $73,836-75.8% | $55,191-67.6% |
| Participation rate | 81.3% | 66.0%+15.2pp | 73.4%+7.8pp | 69.2%+12.1pp |
| Annual return | 1.37% | 6.31%-4.9pp | 2268.06%-2266.7pp | 10.78%-9.4pp |
| Employer contribution / active EE | $1,633 | $1,695-3.7% | $2,787-41.4% | $1,899-14.0% |
| Participant deferral / active EE | $1,085 | $2,351-53.8% | $3,583-69.7% | $3,046-64.4% |
| Admin fee / account holder | $0 | $83-100.0% | $4,882-100.0% | $91-100.0% |