Filed January 12, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSUR CO Service code 49 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Other Services | $26,122 |
LIFESTYLE RETIREMENT COMPANY2 years Service code 13 · EIN 25-1867808 409 S. PUGH STREET · STATE COLLEGE, PA 16801 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,396 | $79,523-9.0% | $140,016-48.3% | $56,287+28.6% |
| Participation rate | 87.6% | 85.7%+1.9pp | 87.5%+0.1pp | 69.9%+17.8pp |
| Annual return | -1.32% | 2.39%-3.7pp | 651.12%-652.4pp | -9.96%+8.6pp |
| Employer contribution / active EE | $1,327 | $3,350-60.4% | $5,606-76.3% | $2,111-37.1% |
| Participant deferral / active EE | $2,202 | $5,129-57.1% | $6,927-68.2% | $3,350-34.3% |
| Admin fee / account holder | $134 | $614-78.2% | $10,705-98.7% | $521-74.3% |