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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $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 | $7,602 | $46,732-83.7% | $156,551-95.1% | $55,167-86.2% |
| Participation rate | 96.5% | 65.8%+30.7pp | 84.0%+12.5pp | 69.0%+27.5pp |
| Annual return | 6.38% | 17.72%-11.3pp | 32.23%-25.8pp | 169.23%-162.9pp |
| Employer contribution / active EE | $2,220 | $2,105+5.5% | $5,501-59.6% | $1,963+13.1% |
| Participant deferral / active EE | $690 | $2,204-68.7% | $4,871-85.8% | $3,054-77.4% |
| Admin fee / account holder | $13 | $418-97.0% | $13,028-99.9% | $504-97.5% |