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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,484 | $57,976-85.4% | $63,018-86.5% | $62,293-86.4% |
| Participation rate | 58.3% | 75.9%-17.7pp | 74.8%-16.5pp | 69.5%-11.3pp |
| Annual return | 27.24% | 17.54%+9.7pp | 87.62%-60.4pp | 28.90%-1.7pp |
| Employer contribution / active EE | $631 | $2,415-73.9% | $2,761-77.1% | $2,042-69.1% |
| Participant deferral / active EE | $1,614 | $2,956-45.4% | $3,330-51.5% | $3,169-49.1% |
| Admin fee / account holder | $49 | $276-82.1% | $3,601-98.6% | $479-89.7% |