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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 33 · EIN 04-1590850 | Investment management fees paid direc... | $25,458 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,377 | $56,640-74.6% | $78,002-81.6% | $55,167-73.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 0.30% | 2868.48%-2868.2pp | 425.99%-425.7pp | 169.23%-168.9pp |
| Employer contribution / active EE | $1,020 | $1,724-40.8% | $2,470-58.7% | $1,963-48.0% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $180 | $467-61.4% | $5,481-96.7% | $504-64.2% |