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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 33 · EIN 04-1590850 | Other fees; Securities brokerage; Inv... | $47,245 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,255 | $70,917-37.6% | $98,920-55.3% | $73,497-39.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 14.16% | 34.18%-20.0pp | 196.47%-182.3pp | 28.51%-14.4pp |
| Employer contribution / active EE | $6,300 | $2,037+209.3% | $2,689+134.3% | $2,270+177.5% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $375 | $535-30.0% | $6,643-94.4% | $513-27.0% |