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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 P.O. BOX 1583 · HARTFORD, CT 061441583 | Recordkeeping | $4,016 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,247 | $52,467-70.9% | $57,196-73.3% | $55,167-72.4% |
| Participation rate | 96.9% | 75.8%+21.0pp | 75.3%+21.5pp | 69.0%+27.9pp |
| Annual return | -1.93% | 7.72%-9.6pp | 14.59%-16.5pp | 169.23%-171.2pp |
| Employer contribution / active EE | $1,492 | $2,477-39.8% | $2,683-44.4% | $1,963-24.0% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $14 | $269-94.7% | $3,141-99.5% | $504-97.1% |