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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,866 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,225 | $55,002-56.0% | $59,887-59.5% | $56,287-57.0% |
| Participation rate | 47.0% | 75.9%-28.9pp | 74.7%-27.7pp | 69.9%-22.9pp |
| Annual return | -8.83% | 1.13%-10.0pp | 3.46%-12.3pp | -9.96%+1.1pp |
| Employer contribution / active EE | $663 | $2,448-72.9% | $2,722-75.6% | $2,111-68.6% |
| Participant deferral / active EE | $2,744 | $3,121-12.1% | $3,402-19.3% | $3,350-18.1% |
| Admin fee / account holder | $7 | $236-96.8% | $3,591-99.8% | $521-98.6% |