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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 | $5,520 |
Filed as: MULTI-FINANCIAL SEC CORP Service code 54 · EIN 84-0858799 | Sales Loads | $0 |
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 | $18,077 | $65,322-72.3% | $70,476-74.3% | $73,493-75.4% |
| Participation rate | 92.0% | 77.0%+15.1pp | 75.1%+17.0pp | 70.7%+21.3pp |
| Annual return | 6.80% | 15.71%-8.9pp | 109.12%-102.3pp | 28.51%-21.7pp |
| Employer contribution / active EE | $1,303 | $2,460-47.0% | $2,738-52.4% | $2,270-42.6% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $17 | $214-91.9% | $3,847-99.6% | $513-96.6% |