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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $734 |
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 | $14,056 | $41,281-65.9% | $109,313-87.1% | $57,658-75.6% |
| Participation rate | 21.8% | 59.3%-37.6pp | 71.3%-49.5pp | 70.2%-48.4pp |
| Annual return | 7.35% | 8.97%-1.6pp | 22.07%-14.7pp | 5.13%+2.2pp |
| Employer contribution / active EE | $333 | $1,201-72.3% | $3,892-91.4% | $1,974-83.1% |
| Participant deferral / active EE | $496 | $2,223-77.7% | $3,166-84.3% | $3,061-83.8% |
| Admin fee / account holder | $7 | $75-90.9% | $5,666-99.9% | $95-92.7% |