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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1475256 | Advisory (Plan) | $8,928 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,810 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,707 | $64,909+18.2% | $82,312-6.8% | $62,293+23.1% |
| Participation rate | 98.8% | 74.9%+23.9pp | 76.9%+21.9pp | 69.5%+29.2pp |
| Annual return | 12.34% | 21.18%-8.8pp | 25.88%-13.5pp | 28.90%-16.6pp |
| Employer contribution / active EE | $2,435 | $1,676+45.3% | $2,428+0.3% | $2,042+19.2% |
| Participant deferral / active EE | $3,490 | $3,103+12.5% | $3,706-5.8% | $3,169+10.1% |
| Admin fee / account holder | $81 | $440-81.6% | $5,608-98.6% | $479-83.2% |