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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $26,971 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $14,328 |
Service code 53 · EIN 14-1764768 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,346 | $44,989+3.0% | $170,435-72.8% | $77,958-40.6% |
| Participation rate | 43.6% | 64.6%-21.0pp | 83.6%-40.0pp | 71.6%-28.1pp |
| Annual return | 14.95% | 19.61%-4.7pp | 205.94%-191.0pp | 20.87%-5.9pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $3,650 | $2,208+65.3% | $4,939-26.1% | $3,537+3.2% |
| Admin fee / account holder | $24 | $69-65.8% | $13,881-99.8% | $97-75.8% |