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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 99 · EIN 04-1590850 | Other Fees | $21,772 |
Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02809 | Other Services | $4,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,568 | $69,823-21.8% | $77,183-29.3% | $74,440-26.7% |
| Participation rate | 34.5% | 70.0%-35.5pp | 69.6%-35.1pp | 70.7%-36.2pp |
| Annual return | 21.59% | 19.99%+1.6pp | 37.89%-16.3pp | 34.37%-12.8pp |
| Employer contribution / active EE | $811 | $2,148-62.3% | $2,534-68.0% | $2,638-69.3% |
| Participant deferral / active EE | $1,599 | $3,558-55.1% | $3,833-58.3% | $4,529-64.7% |
| Admin fee / account holder | $38 | $398-90.4% | $5,475-99.3% | $348-89.0% |