Filed October 26, 2016 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,940 |
FID INV INST OPS CO1 year Filed as: FID INV INST OPS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $11,676 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,316 | $86,897+115.6% | $151,634+23.5% | $64,829+188.9% |
| Participation rate | 98.4% | 87.3%+11.1pp | 87.5%+10.9pp | 71.5%+26.9pp |
| Annual return | -10.43% | -3.57%-6.9pp | 3.32%-13.8pp | 32.85%-43.3pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $6,165-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,312-100.0% |
| Admin fee / account holder | $32 | $153-79.1% | $11,614-99.7% | $188-83.0% |