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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 | $4,140 |
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 | $16,168 | $57,976-72.1% | $63,018-74.3% | $62,293-74.0% |
| Participation rate | 86.7% | 75.9%+10.7pp | 74.8%+11.9pp | 69.5%+17.2pp |
| Annual return | 13.58% | 17.54%-4.0pp | 87.62%-74.0pp | 28.90%-15.3pp |
| Employer contribution / active EE | $731 | $2,415-69.7% | $2,761-73.5% | $2,042-64.2% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,330-100.0% | $3,169-100.0% |
| Admin fee / account holder | $14 | $276-94.9% | $3,601-99.6% | $479-97.1% |