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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $368 |
Service code 49 · EIN 36-3429599 | Other Services | $18 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,596 | $88,324-76.7% | $115,038-82.1% | $55,191-62.7% |
| Participation rate | 81.3% | 72.5%+8.7pp | 81.4%-0.1pp | 69.2%+12.1pp |
| Annual return | 71.14% | 6.30%+64.8pp | 26.14%+45.0pp | 10.78%+60.4pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $7,692 | $5,042+52.6% | $6,026+27.6% | $3,046+152.5% |
| Admin fee / account holder | $7 | $105-93.0% | $8,175-99.9% | $91-91.9% |