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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $33,972 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | 2.84% | -2.68%+5.5pp | 12.68%-9.8pp | -0.69%+3.5pp |
| Employer contribution / active EE | $17,086 | $18,045-5.3% | $22,860-25.3% | $16,786+1.8% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |