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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $1,048 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,996 | $45,566+18.5% | $64,105-15.8% | $59,633-9.5% |
| Participation rate | 33.3% | 60.2%-26.8pp | 68.2%-34.8pp | 68.7%-35.3pp |
| Annual return | -2.12% | 4.95%-7.1pp | 791.24%-793.4pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,774 | $2,057-13.8% | $2,822-37.1% | $3,192-44.4% |
| Admin fee / account holder | $32 | $3,268-99.0% | $4,499-99.3% | $4,297-99.3% |