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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,121 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,090 | $37,196-5.7% | $154,111-77.2% | $55,725-37.0% |
| Participation rate | 35.2% | 64.1%-28.9pp | 83.0%-47.9pp | 70.9%-35.7pp |
| Annual return | -4.57% | 1319.68%-1324.2pp | 735.18%-739.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $426 | $1,614-73.6% | $5,298-92.0% | $2,078-79.5% |
| Participant deferral / active EE | $1,319 | $2,068-36.2% | $5,081-74.0% | $3,356-60.7% |
| Admin fee / account holder | $7 | $102-93.2% | $13,411-99.9% | $115-94.0% |