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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $8,170 |
Service code 15 · EIN 27-1186851 10933 TRADE CENTER DR., STE. 100 · RANCHO CORDOVA, CA 95670 | Recordkeeping | $0 |
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 | $39,871 | $65,592-39.2% | $90,161-55.8% | $69,631-42.7% |
| Participation rate | 76.5% | 77.6%-1.1pp | 76.9%-0.4pp | 70.7%+5.8pp |
| Annual return | 27.35% | 57.10%-29.7pp | 34.89%-7.5pp | 27571.02%-27543.7pp |
| Employer contribution / active EE | $1,185 | $2,193-46.0% | $3,318-64.3% | $2,032-41.7% |
| Participant deferral / active EE | $8,783 | $5,257+67.1% | $5,287+66.1% | $3,224+172.5% |
| Admin fee / account holder | $22 | $86-74.3% | $5,943-99.6% | $110-80.1% |