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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $12,413 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 50 · EIN 33-0499726 18008 SKY PARK CIRCLE, SUITE 200 · IRVINE, CA 92614 | Direct Payment | $2,814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,017 | $65,118-64.7% | $76,768-70.0% | $55,725-58.7% |
| Participation rate | 52.0% | 79.6%-27.7pp | 77.0%-25.0pp | 70.9%-18.9pp |
| Annual return | -3.92% | -1.27%-2.7pp | 2.43%-6.3pp | 244.93%-248.8pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,237 | $3,688-66.5% | $3,852-67.9% | $3,356-63.1% |
| Admin fee / account holder | $79 | $116-31.9% | $6,675-98.8% | $115-31.5% |