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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,881 | $63,156-78.0% | $122,354-88.7% | $62,293-77.7% |
| Participation rate | 75.2% | 60.0%+15.2pp | 71.6%+3.6pp | 69.5%+5.7pp |
| Annual return | 15.31% | 20.61%-5.3pp | 30.28%-15.0pp | 28.90%-13.6pp |
| Employer contribution / active EE | $850 | $1,385-38.6% | $4,051-79.0% | $2,042-58.4% |
| Participant deferral / active EE | $1,265 | $2,321-45.5% | $3,287-61.5% | $3,169-60.1% |
| Admin fee / account holder | $0 | $440-100.0% | $5,479-100.0% | $479-100.0% |