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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $10,405 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,535 | $70,667-25.7% | $123,106-57.3% | $52,331+0.4% |
| Participation rate | 81.0% | 83.7%-2.8pp | 86.8%-5.8pp | 68.1%+12.8pp |
| Annual return | 12.99% | 6.23%+6.8pp | 13.22%-0.2pp | 4.54%+8.4pp |
| Employer contribution / active EE | $2,107 | $2,946-28.5% | $5,151-59.1% | $1,882+12.0% |
| Participant deferral / active EE | $6,049 | $4,493+34.7% | $6,229-2.9% | $3,022+100.2% |
| Admin fee / account holder | $94 | $506-81.5% | $9,015-99.0% | $592-84.2% |