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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 33 · EIN 04-1590850 | Securities brokerage; Investment mana... | $23,094 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,291 | $63,314-74.3% | $91,004-82.1% | $62,293-73.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 11.38% | 21.00%-9.6pp | 4.60%+6.8pp | 28.90%-17.5pp |
| Employer contribution / active EE | $888 | $1,807-50.9% | $2,456-63.8% | $2,042-56.5% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $174 | $468-62.7% | $5,417-96.8% | $479-63.6% |