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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1 year Service code 99 · EIN 13-5381590 | Other Fees | $36,230 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $29,566 |
MCPHILLIPS, ROBERTS & DEANS, PLC3+ 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.
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).
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 | $6,342 | $28,416-77.7% | $73,550-91.4% | $69,631-90.9% |
| Participation rate | 58.7% | 38.3%+20.3pp | 54.9%+3.8pp | 70.7%-12.0pp |
| Annual return | 24.63% | -694.13%+718.8pp | -15.16%+39.8pp | 27571.02%-27546.4pp |
| Employer contribution / active EE | $125 | $430-71.0% | $1,219-89.8% | $2,032-93.9% |
| Participant deferral / active EE | $693 | $897-22.8% | $1,804-61.6% | $3,224-78.5% |
| Admin fee / account holder | $143 | $104+37.4% | $2,320-93.8% | $110+29.8% |