Filed November 9, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $814 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,347 | $31,424-13.0% | $81,473-66.4% | $69,631-60.7% |
| Participation rate | 46.2% | 50.8%-4.6pp | 68.0%-21.7pp | 70.7%-24.4pp |
| Annual return | 18.31% | 22.44%-4.1pp | 38.78%-20.5pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $965 | $1,029-6.2% | $2,568-62.4% | $2,032-52.5% |
| Participant deferral / active EE | $1,606 | $1,838-12.6% | $3,537-54.6% | $3,224-50.2% |
| Admin fee / account holder | $5 | $103-95.6% | $4,561-99.9% | $110-95.9% |