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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,301 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,117 | $55,002-30.7% | $59,887-36.4% | $56,287-32.3% |
| Participation rate | 69.2% | 75.9%-6.7pp | 74.7%-5.5pp | 69.9%-0.7pp |
| Annual return | -5.59% | 1.13%-6.7pp | 3.46%-9.0pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,815 | $2,448-25.8% | $2,722-33.3% | $2,111-14.0% |
| Participant deferral / active EE | $1,432 | $3,121-54.1% | $3,402-57.9% | $3,350-57.3% |
| Admin fee / account holder | $98 | $236-58.3% | $3,591-97.3% | $521-81.1% |