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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $5,352 |
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 | $83,353 | $63,314+31.7% | $91,004-8.4% | $62,293+33.8% |
| Participation rate | 84.6% | 73.3%+11.3pp | 75.6%+9.0pp | 69.5%+15.1pp |
| Annual return | 18.94% | 21.00%-2.1pp | 4.60%+14.3pp | 28.90%-10.0pp |
| Employer contribution / active EE | $581 | $1,807-67.9% | $2,456-76.3% | $2,042-71.6% |
| Participant deferral / active EE | $3,606 | $2,944+22.5% | $3,548+1.6% | $3,169+13.8% |
| Admin fee / account holder | $30 | $468-93.5% | $5,417-99.4% | $479-93.7% |