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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,190 | $52,293+9.4% | $178,499-68.0% | $73,412-22.1% |
| Participation rate | 5.3% | 65.3%-60.0pp | 81.9%-76.6pp | 72.2%-66.8pp |
| Annual return | 9.40% | 34.75%-25.3pp | 151.10%-141.7pp | 59.30%-49.9pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $232 | $2,332-90.1% | $5,202-95.5% | $3,806-93.9% |
| Admin fee / account holder | $13 | $127-89.8% | $13,986-99.9% | $158-91.8% |