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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $2,040 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,603 | $56,640+28.2% | $78,002-6.9% | $55,167+31.6% |
| Participation rate | 82.4% | 73.3%+9.1pp | 75.5%+6.9pp | 69.0%+13.4pp |
| Annual return | 9.37% | 2868.48%-2859.1pp | 425.99%-416.6pp | 169.23%-159.9pp |
| Employer contribution / active EE | $508 | $1,724-70.6% | $2,470-79.5% | $1,963-74.1% |
| Participant deferral / active EE | $3,400 | $2,778+22.4% | $3,497-2.8% | $3,054+11.3% |
| Admin fee / account holder | $11 | $467-97.6% | $5,481-99.8% | $504-97.7% |