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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 | $5,518 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,210 | $60,795-68.4% | $69,461-72.3% | $65,185-70.5% |
| Participation rate | 98.5% | 74.9%+23.6pp | 74.6%+23.9pp | 70.2%+28.3pp |
| Annual return | 7.89% | 17.46%-9.6pp | 28.97%-21.1pp | 29.38%-21.5pp |
| Employer contribution / active EE | $1,454 | $2,452-40.7% | $2,779-47.7% | $2,177-33.2% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,536-100.0% | $3,514-100.0% |
| Admin fee / account holder | $19 | $314-93.9% | $3,840-99.5% | $847-97.8% |