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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,923 | $60,165+22.9% | $74,184-0.4% | $55,167+34.0% |
| Participation rate | 98.0% | 74.2%+23.8pp | 76.6%+21.4pp | 69.0%+29.0pp |
| Annual return | 6.02% | 10.00%-4.0pp | 17.74%-11.7pp | 169.23%-163.2pp |
| Employer contribution / active EE | $2,407 | $1,600+50.5% | $2,370+1.5% | $1,963+22.6% |
| Participant deferral / active EE | $3,588 | $2,973+20.7% | $3,550+1.1% | $3,054+17.5% |
| Admin fee / account holder | $28 | $419-93.3% | $5,586-99.5% | $504-94.4% |