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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,271 | $57,976-51.2% | $63,018-55.1% | $62,293-54.6% |
| Participation rate | 34.2% | 75.9%-41.7pp | 74.8%-40.6pp | 69.5%-35.3pp |
| Annual return | 15.21% | 17.54%-2.3pp | 87.62%-72.4pp | 28.90%-13.7pp |
| Employer contribution / active EE | $281 | $2,415-88.4% | $2,761-89.8% | $2,042-86.2% |
| Participant deferral / active EE | $1,835 | $2,956-37.9% | $3,330-44.9% | $3,169-42.1% |
| Admin fee / account holder | $8 | $276-97.1% | $3,601-99.8% | $479-98.3% |