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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 611 E WISCONSIN AVE · MILWAUKEE, WI 532024703 | Recordkeeping | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $0 | $99,031-100.0% | $127,144-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 62.9%-62.9pp | 4.5%-4.5pp |
| Annual return | 8.82% | 11.07%-2.2pp | 9.35%-0.5pp | 13.95%-5.1pp |
| Employer contribution / active EE | $2,935 | $14,286-79.5% | $25,504-88.5% | $16,598-82.3% |
| Participant deferral / active EE | $0 | $1,617-100.0% | $1,066-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $4,122-100.0% | $2,049-100.0% | $612-100.0% |