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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $777 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $11,692 | $37,134-68.5% | $100,671-88.4% | $52,331-77.7% |
| Participation rate | 24.4% | 57.7%-33.2pp | 70.7%-46.3pp | 68.1%-43.7pp |
| Annual return | -1.25% | 0.10%-1.4pp | 20.43%-21.7pp | 4.54%-5.8pp |
| Employer contribution / active EE | $430 | $1,187-63.8% | $4,012-89.3% | $1,882-77.2% |
| Participant deferral / active EE | $641 | $2,163-70.4% | $3,144-79.6% | $3,022-78.8% |
| Admin fee / account holder | $7 | $467-98.5% | $4,850-99.9% | $592-98.8% |