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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,337 |
Service code 28 · EIN 61-1732930 | Investment Management | $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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,755 | $38,365-19.8% | $84,628-63.7% | $65,185-52.8% |
| Participation rate | 38.0% | 55.7%-17.6pp | 68.2%-30.2pp | 70.2%-32.2pp |
| Annual return | 23.53% | 32.00%-8.5pp | 258.80%-235.3pp | 29.38%-5.9pp |
| Employer contribution / active EE | $353 | $1,258-72.0% | $2,653-86.7% | $2,177-83.8% |
| Participant deferral / active EE | $1,054 | $2,278-53.7% | $3,900-73.0% | $3,514-70.0% |
| Admin fee / account holder | $22 | $451-95.2% | $4,914-99.6% | $847-97.5% |