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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $63,117 |
Filed as: MASSMUTUAL Service code 50 · EIN 04-1590850 | Direct Payment | $51,316 |
Service code 26 · EIN 20-4751585 | Advisory (Participants) | $19,938 |
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $7,598 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,306 | $47,456-55.1% | $172,753-87.7% | $77,775-72.6% |
| Participation rate | 28.3% | 66.3%-37.9pp | 82.6%-54.3pp | 73.2%-44.9pp |
| Annual return | 21.85% | 35.57%-13.7pp | 803.00%-781.1pp | 32.58%-10.7pp |
| Employer contribution / active EE | $23 | $1,574-98.5% | $5,144-99.6% | $2,504-99.1% |
| Participant deferral / active EE | $783 | $2,560-69.4% | $5,198-84.9% | $3,966-80.3% |
| Admin fee / account holder | $195 | $81+141.6% | $13,956-98.6% | $100+95.2% |