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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,150 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $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.
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 | $16,387 | $28,416-42.3% | $73,550-77.7% | $69,631-76.5% |
| Participation rate | 29.7% | 38.3%-8.6pp | 54.9%-25.2pp | 70.7%-41.0pp |
| Annual return | 10.33% | -694.13%+704.5pp | -15.16%+25.5pp | 27571.02%-27560.7pp |
| Employer contribution / active EE | $416 | $430-3.3% | $1,219-65.8% | $2,032-79.5% |
| Participant deferral / active EE | $739 | $897-17.7% | $1,804-59.1% | $3,224-77.1% |
| Admin fee / account holder | $22 | $104-78.9% | $2,320-99.1% | $110-80.1% |