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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 | $4,121 |
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 | $18,955 | $55,002-65.5% | $59,887-68.3% | $56,287-66.3% |
| Participation rate | 97.4% | 75.9%+21.5pp | 74.7%+22.7pp | 69.9%+27.6pp |
| Annual return | 10.64% | 1.13%+9.5pp | 3.46%+7.2pp | -9.96%+20.6pp |
| Employer contribution / active EE | $1,462 | $2,448-40.3% | $2,722-46.3% | $2,111-30.8% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $15 | $236-93.7% | $3,591-99.6% | $521-97.2% |