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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $570 |
Annual investment return 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 | $38,006 | $73,102-48.0% | $123,549-69.2% | $56,287-32.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -7.12% | 3.01%-10.1pp | 119.20%-126.3pp | -9.96%+2.8pp |
| Employer contribution / active EE | $4,227 | $2,977+42.0% | $4,628-8.7% | $2,111+100.2% |
| Participant deferral / active EE | $5,269 | $5,423-2.8% | $6,426-18.0% | $3,350+57.3% |
| Admin fee / account holder | $9 | $554-98.4% | $9,284-99.9% | $521-98.3% |