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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,481 | $44,873-58.8% | $79,467-76.7% | $56,289-67.2% |
| Participation rate | 37.6% | 68.7%-31.2pp | 73.3%-35.8pp | 69.9%-32.3pp |
| Annual return | -2.71% | 0.81%-3.5pp | 718.30%-721.0pp | -9.96%+7.2pp |
| Employer contribution / active EE | $883 | $2,140-58.7% | $2,800-68.5% | $2,111-58.2% |
| Participant deferral / active EE | $462 | $2,746-83.2% | $3,704-87.5% | $3,350-86.2% |
| Admin fee / account holder | $8 | $418-98.2% | $5,104-99.9% | $521-98.5% |