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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 1 GRIFFIN ROAD NORTH · WINDSOR, CT 06095 | Recordkeeping | $14,734 |
HAYASHI & WAYLAND1+ years Service code 13 1188 PADRE DRIVE · SALINAS, CA 93901 | Contract Administrator | $9,071 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,079 | $46,360-67.5% | $147,617-89.8% | $52,331-71.2% |
| Participation rate | 65.4% | 64.9%+0.4pp | 84.6%-19.2pp | 68.1%-2.7pp |
| Annual return | -0.22% | 1.62%-1.8pp | 61.98%-62.2pp | 4.54%-4.8pp |
| Employer contribution / active EE | $239 | $2,126-88.7% | $5,564-95.7% | $1,882-87.3% |
| Participant deferral / active EE | $1,383 | $2,258-38.7% | $4,895-71.7% | $3,022-54.2% |
| Admin fee / account holder | $71 | $766-90.7% | $11,612-99.4% | $592-87.9% |