Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,506 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $20 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,471 | $57,976-59.5% | $63,018-62.8% | $62,293-62.3% |
| Participation rate | 47.6% | 75.9%-28.3pp | 74.8%-27.2pp | 69.5%-21.9pp |
| Annual return | 28.18% | 17.54%+10.6pp | 87.62%-59.4pp | 28.90%-0.7pp |
| Employer contribution / active EE | $720 | $2,415-70.2% | $2,761-73.9% | $2,042-64.7% |
| Participant deferral / active EE | $2,668 | $2,956-9.7% | $3,330-19.9% | $3,169-15.8% |
| Admin fee / account holder | $6 | $276-97.7% | $3,601-99.8% | $479-98.7% |