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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSUR CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,099 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $60,146 | $46,732+28.7% | $156,551-61.6% | $55,167+9.0% |
| Participation rate | 80.8% | 65.8%+15.0pp | 84.0%-3.2pp | 69.0%+11.8pp |
| Annual return | 64.21% | 17.72%+46.5pp | 32.23%+32.0pp | 169.23%-105.0pp |
| Employer contribution / active EE | $796 | $2,105-62.2% | $5,501-85.5% | $1,963-59.4% |
| Participant deferral / active EE | $1,731 | $2,204-21.5% | $4,871-64.5% | $3,054-43.3% |
| Admin fee / account holder | $76 | $418-81.8% | $13,028-99.4% | $504-84.9% |