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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $4,982 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,148 | $22,714-37.7% | $59,496-76.2% | $55,191-74.4% |
| Participation rate | 20.9% | 37.5%-16.5pp | 54.6%-33.6pp | 69.2%-48.2pp |
| Annual return | -1.49% | -44.01%+42.5pp | 182.05%-183.5pp | 10.78%-12.3pp |
| Employer contribution / active EE | $281 | $418-32.8% | $1,153-75.7% | $1,899-85.2% |
| Participant deferral / active EE | $485 | $843-42.5% | $1,829-73.5% | $3,046-84.1% |
| Admin fee / account holder | $41 | $83-50.9% | $2,232-98.2% | $91-54.9% |