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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSSETSS MUTUAL LIFE INS CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $15,336 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $8,522 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $608,396 | $136,307+346.3% | $177,840+242.1% | $73,493+727.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | -36.08% | 18.68%-54.8pp | 48.32%-84.4pp | 28.51%-64.6pp |
| Employer contribution / active EE | $61,006 | $3,712+1543.5% | $5,919+930.8% | $2,270+2587.4% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $547 | $596-8.1% | $12,431-95.6% | $513+6.6% |