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 |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $403 |
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.
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 | $8,037 | $45,566-82.4% | $64,105-87.5% | $59,633-86.5% |
| Participation rate | 85.5% | 60.2%+25.4pp | 68.2%+17.4pp | 68.7%+16.9pp |
| Annual return | -1.50% | 4.95%-6.4pp | 791.24%-792.7pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $1,233 | $934+32.0% | $1,820-32.2% | $2,203-44.0% |
| Participant deferral / active EE | $824 | $2,057-59.9% | $2,822-70.8% | $3,192-74.2% |
| Admin fee / account holder | $2 | $3,268-99.9% | $4,499-99.9% | $4,297-99.9% |