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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $32,326 |
MCPHILLIPS, ROBERTS & DEANS, PLC1+ years Service code 13 · EIN 54-1921942 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $11,357 | $22,714-50.0% | $59,496-80.9% | $55,191-79.4% |
| Participation rate | 28.0% | 37.5%-9.5pp | 54.6%-26.6pp | 69.2%-41.2pp |
| Annual return | -2.74% | -44.01%+41.3pp | 182.05%-184.8pp | 10.78%-13.5pp |
| Employer contribution / active EE | $135 | $418-67.7% | $1,153-88.3% | $1,899-92.9% |
| Participant deferral / active EE | $737 | $843-12.6% | $1,829-59.7% | $3,046-75.8% |
| Admin fee / account holder | $183 | $83+119.1% | $2,232-91.8% | $91+101.2% |